AltStreet
SEC filing record
Primary Source · SEC.gov

Montgomery Capital Partners V AI, LP

Fund Vehicle2026 vintage506(b), 3(c)(1)
Latest signalNew Form D filerForm D · 2026-10-19Last filing 2026-10-19

Raised

$1M

Investors

15

Min Invest

None stated

AltStreet Analysis

·

Generated from EDGAR primary sources

Montgomery Capital Partners V AI, LP is a Texas-domiciled pooled investment fund that filed a Form D for an equity offering under Rule 506(b) and the 3(c)(1) exclusion. The filing reports $1.3M raised from 15 investors, with no minimum investment amount disclosed and no first sale date reported. No parent platform or sibling entities are currently matched in the database, suggesting this may be a standalone vehicle from the Montgomery Capital sponsor group.

This filing follows a common structure for small, early-stage private funds in the alternative investment space: a 506(b)/3(c)(1) exemption pairing that limits the fund to accredited investors and caps investor count under the Investment Company Act. At $1.3M raised across 15 investors, this is a small-scale offering relative to typical institutional pooled funds, consistent with an initial or early closing rather than a fully subscribed vehicle.

Data Flags

firstSaleDateFirst sale date is not disclosed despite $1.3M already having been raised from 15 investors, which is a data gap rather than a pre-open filing scenario.
exemptionFiling claims both 506(b) and 3(c)(1) simultaneously, a standard combination for privately offered pooled investment funds limiting investor count under the Investment Company Act.
totalInvestorsAverage check size (~$86,700 per investor across 15 investors) is modest for a pooled fund vehicle, consistent with a small or early closing.

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0002135330
Entity NameMontgomery Capital Partners V AI, LP
ExemptionRule 506(b), Section 3(c), Section 3(c)(1)
What the exemption meansRule 506(b) of Regulation D: securities may be sold to an unlimited number of accredited investors and up to 35 non-accredited investors who meet the rule's sophistication standard, without general solicitation or advertising. Section 3(c) of the Investment Company Act of 1940: the issuer is a pooled investment vehicle relying on an exclusion from registration as an investment company. Section 3(c)(1) of the Investment Company Act: the fund is excluded from investment-company registration because it has no more than 100 beneficial owners.
Entity TypeLimited Partnership
Jurisdiction of OrganizationTexas
Year Organized2026
Issuer Address2500 Dallas Parkway, Suite 533, Plano, TX 75093
Phone(917) 902-1506
Industry / Fund TypePooled Investment Fund · Private Equity Fund
Investment Company ActExcluded under Section 3(c)(1) (100 beneficial owners or fewer)
Securities TypeEquity, Pooled Investment Fund
First Sale Date—
Filing DateOctober 19, 2026
Accession Number0002135330-26-000002
Total Offering Amount$1,342,500
Total Amount Sold$1,342,500
Amount Remaining$0
Total Investors15
Non-Accredited InvestorsNone
Minimum Investment$0 (no stated minimum)
Offering DurationOne year or less
Sales Commissions$0
Finders' Fees$0
Proceeds to Related Persons$0
Revenue RangeDecline to Disclose
State (Issuer Address)TX
Amendment CountOriginal filing only
Signed ByCarlos A. Lacayo, Managing Director of the General Partner of the Issuer

Filings on Record

Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.

DOctober 19, 2026

In the Terminal

Filing events

1

latest Oct 19, 2026

Critical / warning

0 / 0

0 watch · 1 info

Statements extracted

0

none on file

NAV prints

0

none on file

Offering chains

1

closed

Latest event New filer · Oct 19, 2026

SEC.gov
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  • 1 offering timeline: velocity, share raised, first-sale lag, stalled flags

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Related Persons (Form D)

Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.

Thomas Montgomery

Director, Promoter · PLANO, TX

Carlos Lacayo

Director, Promoter · PLANO, TX

N/A Montgomery Capital Advisers, LLC

Executive Officer, Promoter · PLANO, TX

Questions About Montgomery Capital Partners V AI, LP

Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.

What is Montgomery Capital Partners V AI, LP?

Montgomery Capital Partners V AI, LP is a Texas limited partnership organized in 2026 that filed a Form D with the SEC on October 19, 2026 as a private equity fund. The filing claims Rule 506(b), Section 3(c), Section 3(c)(1) for an offering of equity and pooled investment fund interests.

Is Montgomery Capital Partners V AI, LP legit?

AltStreet does not rate legitimacy; it reports the public record. Montgomery Capital Partners V AI, LP filed a Form D with the SEC on October 19, 2026 claiming Rule 506(b), Section 3(c), Section 3(c)(1). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $1,342,500 sold to 15 investors. 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 Montgomery Capital Partners V AI, LP 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 Montgomery Capital Partners V AI, LP claimed Rule 506(b), Section 3(c), Section 3(c)(1) 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 Montgomery Capital Partners V AI, LP raised?

Montgomery Capital Partners V AI, LP reported $1,342,500 sold from 15 investors of a $1,342,500 total offering as of the Form D filed October 19, 2026.

Who can invest in Montgomery Capital Partners V AI, LP?

The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. Because the fund also relies on Section 3(c)(1), it may have no more than 100 beneficial owners. The filing reports no non-accredited investors. The filing lists the minimum investment as $0, meaning no minimum was stated.

What is the minimum investment in Montgomery Capital Partners V AI, LP?

The Form D lists the minimum investment as $0, which means the issuer did not state a minimum on the form. The offering documents, not the Form D, set the actual subscription terms.

Who is selling Montgomery Capital Partners V AI, LP and how are they paid?

The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly. Sales commissions are reported as $0 and finders' fees as $0. Form D allows these to be estimates.

Who is behind Montgomery Capital Partners V AI, LP?

The Form D lists 3 related persons: Thomas Alan Montgomery, director, promoter (Mr. Montgomery is the Manager of the General Partner of the Issuer); Carlos Andres Lacayo, director, promoter (Mr. Lacayo is the Managing Director of the General Partner of the Issuer); Montgomery Capital Advisers, LLC, executive officer, promoter (Montgomery Capital Advisors, LLC is the General Partner of the Issuer). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Where is Montgomery Capital Partners V AI, LP located?

The issuer's address on its SEC filings is 2500 Dallas Parkway, Suite 533, Plano, TX 75093. Its phone number of record is 917-902-1506. It is organized under the laws of Texas.

How long is the Montgomery Capital Partners V AI, LP 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.

How large is Montgomery Capital Partners V AI, LP?

The issuer declined to disclose its revenue range on the Form D, which the form permits.

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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.