Montgomery Capital Advisers
Asset Manager Exempt reporting adviser
Legal name: Montgomery Capital Advisers, LLC
Plano, TX Website
AUM
$85.4M
Private fund assets
Private funds
4
Other 4
Private fund assets
$85.4M
Gross asset value
Employees
—
Last Form D raise
—
From SEC Form ADV filing (filed Aug 31, 2026). View on SEC
People(2)
Owners and executive officers named on the firm's SEC Form ADV.
C
T
Funds(4)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Montgomery Capital Partners V, LP | Other | $47.0M | — | — | — | |
| Montgomery Capital Partners IV, LP | Other | $26.0M | — | — | — | |
| Montgomery Capital Partners III, LP | Other | $10.6M | — | — | — | |
| Montgomery Capital Partners V AI, LP | Other | $1.8M | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 339529
- SEC file number
- 802-137410
Sources
- SEC Form ADV Oct 14, 2026