Monterone Partners Llp
- Regulatory AUM
- $195M
- Discretionary
- $195M
- Clients
- 8
- Avg AUM / client
- $24.4M
- Accounts
- 8
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Jun 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $16.4M | 8.41% |
| Corporations and other businesses | 4 | $106M | 54.1% |
| Other | 1 | $73.2M | 37.5% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $18.8M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Monterone Partners Master Fund Ltd master | Hedge Fund | Cayman Islands | $18.8M | 10 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chapple, Phillip, Gregory | Chief Operating Officer, Chief Compliance Officer, Partner | Apr 2015 (11y) | Less than 5% | |
| Fernandez, Justin, Manuel | Partner | Apr 2015 (11y) | Less than 5% | |
| Herberstein, Johann, Maxmilian | Partner | Apr 2015 (11y) | Less than 5% | |
| Taraba, Markus, Wilhelm | Chief Executive Officer, Partner | Apr 2015 (11y) | ≈ 56.25% – 100% via Monterone (Uk) Limited |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Monterone (Uk) Limited | Partner | Apr 2015 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Taraba, Markus, Wilhelm: 75% – 100% of Monterone (Uk) Limited × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $18.8M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Monterone Partners Master Fund Ltd | Hedge Fund | $18.8M | $500K | 10 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/17/2026 | 1.22 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Pictet & Cie (Europe) S.A. $179M (92% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 17, 2026.
View current Form ADV (SEC/IAPD) ↗