Montego Capital Fund 5 Ltd
Built from the SEC filing index the day the filing landed. The figures below are the issuer's own from Form D; AltStreet's analysis, sponsor link and data flags follow when the entity is enriched.
Raised
Pre-open
Investors
—
Min Invest
$50,000
Is this your company or fund? Claim this page free, or verify it and carry the Verified Issuer mark.
What this filing shows
·Every sentence is a value as filed on SEC Form D
Montego Capital Fund 5 Ltd is a Texas limited partnership that filed a Form D with the SEC on April 17, 2026 in the Oil and Gas industry group. The offering claims Rule 506(c) and covers equity. Montego Capital Fund 5 Ltd reported that the first sale had not yet occurred as of the Form D filed April 17, 2026, so no amount sold or investor count is on file. The total offering amount is $50,000,000. The offering relies on Rule 506(c), so the issuer may advertise it but may sell only to investors it has verified as accredited. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $50,000. The Form D names Realta Equities, Inc. (CRD 23769), associated with None as the recipient of sales compensation soliciting in all states. Sales commissions are reported as $4,000,000 and finders' fees as $0. Form D allows these to be estimates. The issuer's address of record is 15 Smith Road, Suite 1006, Midland, TX 79705.
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings on Record
Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.
In the Terminal
Filing events
1
latest Apr 17, 2026
Critical / warning
0 / 0
0 watch · 1 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
pre_sale
Latest event New filer · Apr 17, 2026
SEC.govFund family Part of the Montego Capital Fund family: 2 vehicles across 2 generations · full family and the filing behind each link in the terminal
Investor
- The full fund family and any related vehicles (parallel, feeder, successor, sibling series) with the filing that shows each link
- 1 filing event with values and deltas, latest 2026-04-17, and alerts on the next one
- 1 offering timeline: velocity, share raised, first-sale lag, stalled flags
Pro
- This issuer against its cohort: rank by velocity and share raised among offerings filed the same quarter
- The same events, statements and NAV moves across every issuer, screenable, with unlimited watches and CSV
Counts and dates above are the free record. The values, the series and the comparisons are the seat. Loading your view…
Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
Montego Energy Partners LLC
Director · Midland, TX
General Partner of the Issuer
Stephen Rhett Gist
Executive Officer · Midland, TX
Indirect owner of the General Partner of the Issuer.
B. Cutler Gist
Executive Officer · Midland, TX
Indirect owner of the General Partner of the Issuer.
Janice Cutler Gist
Executive Officer · Midland, TX
Indirect owner of the General Partner of the Issuer.
Placement Agents and Sales Compensation (Form D)
Who the issuer reported paying to sell the securities (Form D Item 12), with the FINRA registration number the filer gave. Source: SEC.gov.
Realta Equities, Inc.CRD 23769 on BrokerCheck
Associated broker-dealer: None · Wilmington, DE · Soliciting in all states
Questions About Montego Capital Fund 5 Ltd
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is Montego Capital Fund 5 Ltd?
Montego Capital Fund 5 Ltd is a Texas limited partnership that filed a Form D with the SEC on April 17, 2026 in the Oil and Gas industry group. The filing claims Rule 506(c) for an offering of equity.
Is Montego Capital Fund 5 Ltd legit?
AltStreet does not rate legitimacy; it reports the public record. Montego Capital Fund 5 Ltd filed a Form D with the SEC on April 17, 2026 claiming Rule 506(c). A Form D is a notice of an exempt offering, not a review or approval of it. No sales had been reported as of that notice. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.
Is Montego Capital Fund 5 Ltd registered with or approved by the SEC?
No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that Montego Capital Fund 5 Ltd claimed Rule 506(c) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.
How much has Montego Capital Fund 5 Ltd raised?
Montego Capital Fund 5 Ltd reported that the first sale had not yet occurred as of the Form D filed April 17, 2026, so no amount sold or investor count is on file. The total offering amount is $50,000,000.
Who can invest in Montego Capital Fund 5 Ltd?
The offering relies on Rule 506(c), so the issuer may advertise it but may sell only to investors it has verified as accredited. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $50,000.
What is the minimum investment in Montego Capital Fund 5 Ltd?
The Form D lists $50,000 as the minimum investment accepted from any outside investor as of April 17, 2026. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling Montego Capital Fund 5 Ltd and how are they paid?
The Form D names Realta Equities, Inc. (CRD 23769), associated with None as the recipient of sales compensation soliciting in all states. Sales commissions are reported as $4,000,000 and finders' fees as $0. Form D allows these to be estimates.
Who is behind Montego Capital Fund 5 Ltd?
The Form D lists 4 related persons: Montego Energy Partners LLC, director (General Partner of the Issuer); Stephen Rhett Gist, executive officer (Indirect owner of the General Partner of the Issuer); B. Cutler Gist, executive officer (Indirect owner of the General Partner of the Issuer); Janice Cutler Gist, executive officer (Indirect owner of the General Partner of the Issuer). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Montego Capital Fund 5 Ltd located?
The issuer's address on its SEC filings is 15 Smith Road, Suite 1006, Midland, TX 79705. Its phone number of record is 432-683-9900. It is organized under the laws of Texas.
How long is the Montego Capital Fund 5 Ltd offering open?
The issuer indicated that the offering is not intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open, and no amendment is on record yet.
What is Montego Capital Fund 5 Ltd's revenue?
The issuer declined to disclose its revenue range on the Form D, which the form permits.
Is this your company or fund?
Free claim: add your contact details, website, team and a description to this page. The filed facts stay as filed.
Verified Issuer, $480 a year: AltStreet checks the identity of your company and the authority of the person claiming it against your filings, confirms your contact details on a stated date and again at each renewal, and marks the page so people researching you find a current, attributed profile beside the public filing record. It is not a review of any offering.
Data Methodology
Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.