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DAYS GLOBAL ADVISORS
MONTROSE ESTATE CAPITAL MANAGEMENT, LLC
CRD 324497 · SEC 801-127176
6363 WOODWAY, SUITE 763, HOUSTON, TX, 77057, United States
Phone
833-551-0417
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$40.0M
Discretionary AUM
$40.0M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
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Fees
Percentage of AUM; Performance-based fees; AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Selection of other advisersASSET ALLOCATION CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $19.7M |
| Other investment advisers | 1 | $20.3M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD