31
Montgomery Capital Partners V closes $40M private equity fund in Texas
Fund raise update · Private equity / buyout · Closed · Offering $40M · Sold $40M · PLANO, TX · filed 2026-10-20
3(c)(7) — qualified purchasers
50
Montgomery Capital Partners V AI closes $1.34M private equity fund in Texas
New fund · Private equity / buyout · Closed · PLANO, TX · Form D filed 2026-10-19 · sponsor: Montgomery Capital Partners
Montgomery Capital Partners V AI, a Texas-based private equity fund, closed its offering at $1.34M with 15 investors. The fund is the fifth vehicle from Montgomery Capital Advisers and filed under Regulation D exemptions 3(c)(1) and 6(b).
Note: Fund is micro-sized at $1.34M; entity incorporated October 2026, same month as first sale, suggesting rapid launch cycle.
First filing by this entityrepeat_fund_numeralPrivate equity / buyout
Why now — by persona
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People on the filing
| Thomas Alan Montgomery | Mr. Montgomery is the Manager of the General Partner of the Issuer. |
| Carlos Andres Lacayo | Mr. Lacayo is the Managing Director of the General Partner of the Issuer. |
| N/A Montgomery Capital Advisers, LLC | Montgomery Capital Advisors, LLC is the General Partner of the Issuer. |
Signed by Carlos A. Lacayo, Managing Director of the General Partner of the Issuer.
Filing contact
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