Form D · Private Equity Fund
Montgomery Capital Partners V, LP
Plano, TX · CIK 0001923064
Offering snapshot reported Oct 20, 2026 · SEC filing
- Reported sold
- $40M Offering amount: $40M
- Investors reported
- 132 Form D · investor count
- Minimum accepted
- $15K Reported outside-investor minimum
- First sale
- May 24, 2022 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors142 → 132
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Oct 20, 2026 | Amendment | $40,000,000 | $0vs May 13, 2024 | 132 | SEC filing |
| May 13, 2024 | Amendment | $40,000,000 | No comparison | 142 | SEC filing |
| Apr 15, 2022 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-442072
Source: Form D, filed Oct 20, 2026. 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 V, LP
Investment adviser: MONTGOMERY CAPITAL ADVISERS, LLC
- Gross asset value
- $47M
- Beneficial owners
- 112
- ADV minimum commitment
- $15K
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 805-7182528469
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 |
|---|---|
| Carlos Andres Lacayo | Director, Promoter |
| Thomas Alan Montgomery | Director, Promoter |
| N/A Montgomery Capital Advisers, Llc | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Plano, TX, 75093