MONTGOMERY BROTHERS INC
SEC file number 801-56351
· BETHESDA, MD
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$90.6M
Discretionary AUM
$89.4M
Employees
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Clients
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Firm
- Address
- 4720 MONTGOMERY LANE
BETHESDA, MD 20814 - Phone
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- Website
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- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Montgomery Capital Partners V, LP Medium name-match confidence · CIK 1923064 · TX
- Montgomery Capital Partners VI LP Medium name-match confidence · CIK 2135360 · TX
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Montgomery Capital Partners V, LP · D/A · Oct 20, 2026$40M
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Montgomery Capital Partners VI LP · D · Jun 2, 2026$55M