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Montgomery Capital Partners V closes $40M private equity fund in Texas

Fund raise update · Private equity / buyout · Closed · PLANO, TX · Form D/A filed 2026-10-20 · sponsor: Montgomery Capital Partners

Montgomery Capital Partners V, LP, a Texas-based private equity fund, has closed its $40M offering with 132 investors. The fund is structured as a 3(c)(7) institutional fund and reached its hard cap in May 2022.

Note: This is an amendment filing; the fund closed in May 2022 and is fully deployed with zero remaining offering amount.

3(c)(7) — qualified purchasersPrivate equity / buyout

Why now — by persona

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People on the filing

Thomas Alan MontgomeryMr. Montgomery is the Manager of the General Partner of the Issuer
Carlos Andres LacayoMr. Lacayo is the Managing Director of the General Partner of the Issuer.
N/A Montgomery Capital Advisers, LLCMontgomery 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

The issuer's phone number and address from the filing are shown to subscribers. See plans, or read it on EDGAR.

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