Investment adviser · CRD 281465

MOUNTAIN CAPITAL MANAGEMENT, LLC

Investment adviser filing (IA)

HOUSTON, TX, United States · Form ADV filed Mar 31, 2026

Regulatory AUM
$1.37B
Form ADV · Item 5.F
Client accounts
12
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
5
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles12$1,368,541,949100.0%
Filing source

Form ADV 2051625 · Mar 31, 2026 · Item 5.D

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

Private funds & service providers

14 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.

MOUNTAIN CAPITAL PARTNERS II, LPPrivate Equity Fund · Last reported Mar 31, 2026$700MGross asset value

Form D fundraising filings

MOUNTAIN CAPITAL PARTNERS II, LP

Fund administrator PETRA FUNDS GROUP, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, P.C HOUSTON, Texas, United States
Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA, P.C
PCAOB 243

Fund details & source
Fund ID
805-4214954545
Reported beneficial owners
34
Minimum commitment
$1M
Form D file number
021-347967

Form ADV 2051625 · Mar 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.

MOUNTAIN CAPITAL PARTNERS NPI, LPPrivate Equity Fund · Last reported Mar 31, 2026$208MGross asset value

Form D fundraising filings

Mountain Capital Partners NPI, LP

Fund administrator PETRA FUNDS GROUP, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, P.C HOUSTON, Texas, United States
Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA, P.C
PCAOB 243

Fund details & source
Fund ID
805-2162029136
Reported beneficial owners
9
Minimum commitment
$1M
Form D file number
021-255063

Form ADV 2051625 · Mar 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.

MOUNTAIN CAPITAL PARTNERS, LPPrivate Equity Fund · Last reported Mar 31, 2026$190MGross asset value

Form D fundraising filings

Mountain Capital Partners, LP

Fund administrator PETRA FUNDS GROUP, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, P.C HOUSTON, Texas, United States
Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA, P.C
PCAOB 243

Fund details & source
Fund ID
805-7194444904
Reported beneficial owners
21
Minimum commitment
$1M
Form D file number
021-255062

Form ADV 2051625 · Mar 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.

HANNATHON CIV, LPPrivate Equity Fund · Last reported Mar 31, 2026$76.4MGross asset value
Fund administrator PETRA FUNDS GROUP, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, P.C HOUSTON, Texas, United States
Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA, P.C
PCAOB 243

Fund details & source
Fund ID
805-2229306440
Reported beneficial owners
3
Minimum commitment
$1M
Form D file number
021-408343

Form ADV 2051625 · Mar 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.

BEDROCK CIV, LPPrivate Equity Fund · Last reported Mar 31, 2026$62.3MGross asset value

Form D fundraising filings

Bedrock CIV, LP

Fund administrator PETRA FUNDS GROUP, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, P.C HOUSTON, Texas, United States
Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA, P.C
PCAOB 243

Fund details & source
Fund ID
805-7857098604
Reported beneficial owners
16
Minimum commitment
$1M
Form D file number
021-294668

Form ADV 2051625 · Mar 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.

MOUNTAIN CAPITAL PARTNERS II-A. LPPrivate Equity Fund · Last reported Mar 31, 2026$59.7MGross asset value

Form D fundraising filings

MOUNTAIN CAPITAL PARTNERS II-A, LP

Fund administrator PETRA FUNDS GROUP, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, P.C. HOUSTON, Texas, United States
Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA, P.C.
PCAOB 243

Fund details & source
Fund ID
805-7135578197
Reported beneficial owners
2
Minimum commitment
$1M
Form D file number
021-439659

Form ADV 2051625 · Mar 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.

ESCONDIDO CIV, LPPrivate Equity Fund · Last reported Mar 31, 2026$19.7MGross asset value

Form D fundraising filings

Escondido CIV, LP

Fund administrator PETRA FUNDS GROUP, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, P.C HOUSTON, Texas, United States
Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA, P.C
PCAOB 243

Fund details & source
Fund ID
805-5627639260
Reported beneficial owners
6
Minimum commitment
$1M
Form D file number
021-280248

Form ADV 2051625 · Mar 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: Mar 31, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

811 LOUISIANA STREET, SUITE 2600
HOUSTON, TX, 77002, United States

CRD 281465

Filing source

Form ADV 2051625 · Mar 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.