Form D · Investing
Montgomery Capital Partners III, LP
Plano, TX · CIK 0001766580
Offering snapshot reported May 1, 2019 · SEC filing
- Reported sold
- $5.3M Offering amount: $15M
- Investors reported
- 31 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Jan 18, 2019 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 1, 2019 | Initial | $5,300,000 | No comparison | 31 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-338552
Source: Form D, filed May 1, 2019. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
MONTGOMERY CAPITAL PARTNERS III, LP
Investment adviser: MONTGOMERY CAPITAL ADVISERS, LLC
- Gross asset value
- $10.6M
- Beneficial owners
- 74
- ADV minimum commitment
- $25K
Reported in Form ADV on Aug 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Filing source
Form ADV 2129951 · Aug 31, 2026 · Schedule D 7.B.(1), fund 805-6967868541
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Larry Calton | Director |
| Thomas Alan Montgomery | Director, Executive |
Issuer details
Industry: Investing (See others in industry)
Address:Plano, TX, 75093