Investment adviser · CRD 339529

MONTGOMERY CAPITAL ADVISERS

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

MONTGOMERY CAPITAL ADVISERS, LLC

PLANO, TX, United States · Form ADV filed Aug 31, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

4 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

MONTGOMERY CAPITAL PARTNERS V, LPOther Private Fund · Last reported Aug 31, 2026$47MGross asset value

Form D fundraising filings

Montgomery Capital Partners V, LP

Custodian B1 BANK DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-7182528469
Reported beneficial owners
112
Minimum commitment
$15K
Form D file number
021-442072

Form ADV 2129951 · Aug 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MONTGOMERY CAPITAL PARTNERS IV, LPOther Private Fund · Last reported Aug 31, 2026$26MGross asset value

Form D fundraising filings

Montgomery Capital Partners IV, LP

Custodian B1 BANK DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-6428562789
Reported beneficial owners
99
Minimum commitment
$25K
Form D file number
021-367849

Form ADV 2129951 · Aug 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MONTGOMERY CAPITAL PARTNERS III, LPOther Private Fund · Last reported Aug 31, 2026$10.6MGross asset value

Form D fundraising filings

Montgomery Capital Partners III, LP

Custodian PNC BANK N.A. DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-6967868541
Reported beneficial owners
74
Minimum commitment
$25K
Form D file number
021-338552

Form ADV 2129951 · Aug 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MONTGOMERY CAPITAL PARTNERS V AI, LPOther Private Fund · Last reported Aug 31, 2026$1.76MGross asset value
Custodian B1 BANK DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-6771118010
Reported beneficial owners
15
Minimum commitment
$25K

Form ADV 2129951 · Aug 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 31, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

2500 DALLAS PARKWAY,, SUITE 533
PLANO, TX, 75093, United States

CRD 339529

Filing source

Form ADV 2129951 · Aug 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.