MONTFORT CAPITAL PARTNERS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
332207

Firm profile

FINTRX

Overview

Montfort Capital Partners, LLC is organized as a limited liability company that operates as a sponsor and general partner / managing member of private pooled investment vehicles. The firm’s public profile does not present it as a traditional registered investment adviser with a retail client base; rather, its activities center on forming and managing private funds. Montfort does not identify itself as an active ESG investor, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser. Regulatory and fee details are not disclosed in the available snapshot. The firm’s owner structure is described as a mix of a domestic entity and an individual, and its internal classification is unclassified in the source data.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • VIRENDRA GUPTA

    ManagerCRD 1346628

  • Amish Gupta

    Investment Banking AssociateCRD 7241703

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
5151 Belt Line Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth