SourcingSourcing

MONTROSE ESTATE CAPITAL MANAGEMENT, LLC

B51
CRD 324497·SEC 801-127176·HOUSTON, TX
AUM
$40.0M
$25M-$100M
Est. Revenue
$400K
@ 1% on AUM
Est. EBITDA
$120K
@ 30% margin
Est. Deal Value
$960K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MONTROSE ESTATE CAPITAL MANAGEMENT, LLC
CRD
324497
SEC file #
801-127176
EIN
—
DBA names
Days Global Advisors

Economics

AUM
$40.0M
AUM band
$25M-$100M
AUM trajectory
'25'26
$38.1M → $40.0M▲ +5%
Client mix
Investment Companies1
Other Investment Advisers1

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
HOUSTON TX
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesSelection of other advisersOther Advisory Services
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
daysadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DAY, CHRISTOPHER, J
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
DAY, CHRISTOPHER, J
MCDEVITT, JOHN, THOMAS
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
DAYSADVISORS.COM
Rdap Domain Creation Date
2022-11-14T17:13:59Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab12
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-14T17:13:59Z
Rdap Domain Last Changed
2025-10-30T18:11:36Z
Rdap Nameservers
Ns-1300.awsdns-34.orgNs-2046.awsdns-63.co.ukNs-484.awsdns-60.comNs-815.awsdns-37.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Top Owner CRD
4672469
Trust Company Affiliate
No

People (2)

2
DAY, CHRISTOPHER, J
IAR · Direct Owner · 87.5%
4672469
MCDEVITT, JOHN, THOMAS
Executive Officer · 2.5%
5234258