Montana Capital Partners Ag

Overview

Montana Capital Partners Ag is a corporation registered as an SEC adviser in 2018 that operates primarily as a sponsor and manager of pooled investment vehicles rather than a traditional retail RIA. The firm’s regulatory filings show it functions across several financial roles—sponsoring and managing limited partnerships and pooled vehicles, and affiliating with broker-dealer, commodity pool/CTA, banking or trust, and insurance entities—which indicates a business model built around structuring, distributing and servicing private fund products. Ownership is listed as a mix of a foreign entity and an individual. The firm is not identified as an ESG-focused investor and does not report multi-state retail advisory activity.

Assets & Accounts

Investments & Alternatives

Location & Offices