MONTCHANIN ASSET MANAGEMENT, LLC

https://www.montchaninasset.com • MONTCHANIN, DE • Investment Advisor How do I update this listing?

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Montchanin Asset Management is based out of Montchanin. Montchanin Asset Management is a large advisory firm with 70 clients and discretionary assets under management (AUM) of $111,040,676 (Form ADV from 2022-03-31). Their last reported 13F filing for Q2 2022 included $72,268,000 in managed 13F securities and a top 10 holdings concentration of 64.57%. Montchanin Asset Management's largest holding is Apple Inc with shares held of 99,238. Whalewisdom has at least 1 13F filings

06/30/2022

Top Sells (13F)

  • Name% Change

06/30/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-08-15

Performance for Q2 2022: 1.27%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter
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View Last Form Adv Compilation Report on Record

MONTCHANIN ASSET MANAGEMENT, LLC
10 WEST ROCKLAND ROAD
MONTCHANIN DE    19710
Country: United States
Business Phone: 302-652-3101
Fax: 302-652-3191
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 2
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 70
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.D (2)
Data above was derived from SEC filings.

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