# Days Global Advisors

> Days Global Advisors is an SEC-registered investment advisory firm in Houston, TX, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 324497
- Filed as: DAYS GLOBAL ADVISORS
- Legal name: Montrose Estate Capital Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/324497
- AdvisorCensus page: https://advisorcensus.com/firm/days-global-advisors-houston-tx-324497

## Quick answers

**How is Days Global Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Days Global Advisors reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.

**Where is Days Global Advisors located?**
Days Global Advisors' principal office is in Houston, TX, according to its Form ADV.

**Is Days Global Advisors registered with the SEC or a state?**
Days Global Advisors is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 324497.

**How much does Days Global Advisors manage?**
Days Global Advisors reports $40,011,977 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).

**How have Days Global Advisors' assets and staff changed since 2023?**
In the Form ADV data for Days Global Advisors: Regulatory assets under management: $2 in the October 2023 data and $40,011,977 in the October 2026 data, up 2000598750%. Total employees: 1 in October 2023 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Days Global Advisors serve?**
By number of clients on Form ADV Item 5.D: investment companies (1); other investment advisers (1).

**Which custodians does Days Global Advisors use?**
Days Global Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Days Global Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/324497

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $40,011,977
- Discretionary: $40,011,977
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $19,680,000 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 1 | $20,331,977 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- daysadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $2 | 1 | May 3, 2023 |
| October 2024 | $33,000,000 | 1 | March 21, 2024 |
| October 2025 | $38,143,000 | 1 | March 28, 2025 |
| October 2026 | $40,011,977 | 1 | March 12, 2026 |

Regulatory assets under management: $2 in the October 2023 data and $40,011,977 in the October 2026 data, up 2000598750%.
Total employees: 1 in October 2023 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Days Global Advisors (CRD 324497): Form ADV filing data as of October 2026.