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Montchanin Asset Management, LLC (Montchanin)


Montchanin Asset Management, LLC is a large advisory firm based in Montchanin. It manages $69.01 million of regulatory assets for 117 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Delaware.




Montchanin Asset Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Montchanin Asset Management: assets under management

The assets under management (AUM) of Montchanin Asset Management, LLC is $69.01 million. The firm's AUM has grown by 176% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $64.48 million in discretionary accounts and $4.54 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $570.59 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.13 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Montchanin Asset Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Montchanin

The principal office where Montchanin Asset Management, LLC performs its advisory services is located at 10 West Rockland Road, Montchanin, DE 19710 The mailing address of the firm is P.O. Box 150, Montchanin, DE 19710. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 302-652-3101 or by fax 302-652-3191. The normal business hours are 9:00am-5:00pm on Monday - Friday.


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