Form D · Investing

Montgomery Capital Partners IV, LP

Plano, TX · CIK 0001812311

Offering snapshot reported Dec 3, 2020 · SEC filing

What changed?

Latest filing versus its linked predecessor, where available.

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Dec 3, 2020	Amendment	$19,800,000	No comparison	82	SEC filing
May 28, 2020	Initial	Yet to sell	No comparison	0	SEC filing

Source: Form D, filed Dec 3, 2020. Minimum accepted may differ from a standard advertised minimum.

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

Reported in Form ADV on Aug 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Custodian B1 BANK DALLAS, Texas, United States Related to adviser: No

Provider details

Filing source

Form ADV 2129951 · Aug 31, 2026 · Schedule D 7.B.(1), fund 805-6428562789

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

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Carlos Lacayo	Director
Thomas Alan Montgomery	Director, Executive

Address:

2500 Dallas Parkway Suite 533
Plano, TX, 75093