M
Munro Asset Management L.L.C.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Munro Asset Management L.L.C. provides investment advisory and consulting services to a range of institutional and individual clients, including corporate pension and profit‑sharing plans, Taft‑Hartley plans, endowments, foundations, private investment funds, registered investment advisers and trust programs. Its service menu includes discretionary and non‑discretionary portfolio management, retirement plan services, investor education, consulting projects, and subadvisory arrangements.
The firm describes an investment process built on client data gathering to establish risk tolerance, time horizon and objectives, then constructing diversified portfolios that may combine active and passive strategies across ETFs, mutual funds, individual securities and fixed income. Munro uses custodial/management platforms, may recommend or place clients with third‑party managers (or act as a subadviser), and for retirement plan clients provides plan analysis, investment policy development, ongoing monitoring and can serve as a co‑fiduciary for ERISA investment manager selection.
Several features in the brochure distinguish Munro from many peers: certain Investment Advisory Representatives are also licensed insurance agents and may offer commissionable insurance and annuity products (a disclosed conflict of interest), the firm explicitly offers consulting on an hourly or fixed‑fee project basis, and it performs formal selection and oversight of other advisers and subadvisers. The brochure also notes that Munro supervises IARs who may operate under separate DBAs and reported no assets under management as of December 31, 2019, details that prospective institutional counterparties may consider when assessing the firm’s operational scale and service model.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Active portfolio management
Tax-loss harvesting
Annuities
Occupation focus
Founder/Business Owner
Retired
Fee options
Fixed fee project rate based on hourly rate
$0 - $1,000,000: 1.50% per annum $1,000,000 - $5,000,000: 1.25% per annum $5,000,000+: 1.00% per annum
$400 per hour
Account minimum: $100,000
Main office location
Munro Asset Management L.L.C.
Walnut Creek CA, United States
Number of offices
2
Most active in
Munro Asset Management L.L.C. has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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