MONTEBELLO AVENUE

Overview

Montebello Avenue is an independent registered investment adviser organized as an LLC that acts as a capital allocator for both high-net-worth individuals/families and select institutional clients. The firm’s advisory practice centers on financial planning, discretionary portfolio management and the selection of outside advisers when clients require specialty capabilities. Fee arrangements include a percentage of assets under management plus hourly and fixed-fee engagements for planning or advisory projects. Investment positioning is equity‑centric: the firm prefers exchange‑traded equities and uses separately managed account structures to implement core equity exposure. Montebello Avenue is not an active ESG investor and does not operate as a multi‑state adviser. The firm’s service mix and account sizes indicate a focus on individually tailored portfolios for affluent clients, with the ability to incorporate outside managers and alternative strategies where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices