Montgomery Capital Partners funds
Montgomery Capital Partners has 6 vehicles on the SEC Form D record, in 6 numbered generations, filed from 2018 to 2026. The newest is Montgomery Capital Partners VI LP, first filed Jun 2, 2026. The adviser of record on Form ADV Schedule D is Montgomery Capital Advisers.
- Vehicles
- 6
- Numbered generations
- 6
- First filing
- 2018
- Latest filing
- Oct 20, 2026
Adviser of record (Form ADV Schedule D) Montgomery Capital Advisers (CRD 339529)
Names, dates and status as filed on SEC EDGAR. A Form D is a notice of an exempt offering; the SEC does not review or approve it. Grouped by name; see the last question below.
Fund VI
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Montgomery Capital Partners VI LPCIK 2135360 | First sale yet to occur | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund V
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Montgomery Capital Partners V, LPCIK 1923064 | Sold the stated amount | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund IV
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Montgomery Capital Partners IV, LPCIK 1812311 | Annual amendment overdue | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund III
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Montgomery Capital Partners III, LPCIK 1766580 | Annual amendment overdue | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund II
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Montgomery Capital Partners II, LPCIK 1741375 | Sold the stated amount | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund I
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Montgomery Capital Partners I, LPCIK 1741372 | Sold the stated amount | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Questions about the Montgomery Capital Partners funds
- How many Montgomery Capital Partners funds are there?
- The SEC Form D record shows 6 vehicles in 6 numbered generations, the earliest filed Aug 8, 2018 and the latest filing on Oct 20, 2026. By generation: Fund VI (Montgomery Capital Partners VI LP, first filed Jun 2, 2026); Fund V (Montgomery Capital Partners V, LP, first filed Apr 15, 2022); Fund IV (Montgomery Capital Partners IV, LP, first filed May 28, 2020); Fund III (Montgomery Capital Partners III, LP, first filed May 1, 2019); Fund II (Montgomery Capital Partners II, LP, first filed Aug 31, 2018); Fund I (Montgomery Capital Partners I, LP, first filed Aug 8, 2018).
- What is the latest Montgomery Capital Partners fund?
- Montgomery Capital Partners VI LP, which first filed a Form D on Jun 2, 2026. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
- Who is the adviser to the Montgomery Capital Partners funds?
- Montgomery Capital Advisers (ERA, CRD 339529), joined from Form ADV Schedule D, where an adviser lists each private fund it advises and the fund's Form D file number.
- How much have the Montgomery Capital Partners funds raised?
- Each vehicle reports an amount sold and an investor count on its latest Form D or amendment, and those figures are on each vehicle's entity page. The totals by generation are in the AltStreet Terminal (Investor), where master and parallel sleeves that report one family-wide figure are counted once.
- How does AltStreet group these funds into a family?
- By name: the base name minus the fund number, sleeve letters, jurisdiction and legal form, read from each issuer's Form D (lib/edgar/fundFamilies.ts). 'Fund IV' is generation 4; a vehicle whose name carries no number is listed as unnumbered. It is a name-based grouping, not a statement of common control; the filings on each entity page show the related persons as filed.