MONTROSE LANE, LP

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
HOUSTON, Texas
CRD number
289504
Registered since
March 26, 2019

Firm profile

FINTRX

Overview

Montrose Lane, L.P. operates as a limited partnership and has been registered with the SEC since 2019. The firm primarily focuses on managing pooled investment vehicles, where it serves as a sponsor, general partner, and managing member. While it does not classify itself as a capital allocator or pension consultant, Montrose Lane has established itself within the investment community through its activities in venture capital and other asset types. The firm does not engage in ESG investing, indicating a specific investment focus that may appeal to certain client profiles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • JEREMY ARENDT

    Co-Founder and Managing PartnerCRD 5947833

  • RYAN GURNEY

    Managing PartnerCRD 4666162

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
4306 Yoakum Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth