Wheelhouse 360 Advisors

Venture Capital Exempt reporting adviser

Legal name: Wheelhouse 360 Advisors LP

Stamford, CT Website LinkedIn X

AUM

$52.8M
Private fund assets

Private funds

1
Venture Capital 1

Private fund assets

$52.8M
Gross asset value

Employees

—

Last Form D raise

Feb 2023
Most recent fund filing

From SEC Form ADV filing (filed Mar 28, 2026). View on SEC

People(2)

Owners and executive officers named on the firm's SEC Form ADV.

B
Brent Montgomery
Member, Wheelhouse Holdings
Source: SEC Form ADV
C
Courtney Montgomery
Member, Wheelhouse Holdings
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Wheelhouse 360 Fund I LPVenture Capital$52.8M$47.6M68Feb 2023Cold

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
319603
SEC file number
802-125733

Sources