MONTAGE CAPITAL
Firm details
- Headquarters
- CAMPBELL, California
- CRD number
- 164391
- Registered since
- June 1, 2012
- Website
- www.montagecapital.com
Firm profile
FINTRXOverview
Montage Capital is organized as a limited liability company and has been SEC-registered since 2012. The firm is individually owned and appears structured around operating pooled investment vehicles: it serves as sponsor, general partner and managing member for those vehicles rather than running a traditional advisory business oriented to retail or separately managed accounts. Montage Capital is not identified as an active ESG investor, is not classified as a multi-state adviser, and is not presented as a capital allocator in the available data.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2ERIC GONZALES
Managing DirectorCRD 6071195
MICHAEL ROSE
Managing DirectorCRD 3248039
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CAMPBELL, CA
SANTA CLARA
Location
CAMPBELL, CA
Headquartered in CAMPBELL, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 900 E Hamilton Ave
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
FELLOWS FUND MANAGEMENT LLC
Exempt Reporting AdvisorCAMPBELL, CA
SIGMA PRIME VENTURES, LLC
Exempt Reporting AdvisorCAMPBELL, CA
SIGMA MANAGEMENT 6, LLC
Exempt Reporting AdvisorCAMPBELL, CA
VAULTED MANAGEMENT COMPANY, LLC
Exempt Reporting AdvisorCAMPBELL, CA
CRITICAL FRONTIER
Exempt Reporting AdvisorMONTECITO, CA
HCAP PARTNERS, LLC
Exempt Reporting AdvisorLA JOLLA, CA