Investment adviser · CRD 147234
THE MONITOR GROUP, LLC
Investment adviser filing (IA)
· Form ADV filed Mar 29, 2012
- Regulatory AUM
- $461M Form ADV · Item 5.F
- Client accounts
- 261 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 29, 2012. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
CRD 147234
Filing source
Form ADV 629316 · Mar 29, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.