MONTANA CAPITAL PARTNERS AG
Adviser information for MONTANA CAPITAL PARTNERS AG last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Switzerland |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-113191 |
|---|---|
| SEC ERA File Number | 802-113191 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 293568 |
| Legal Entity Identifier | None |
Principal Office
OBERNEUHOFSTRASSE 1BAAR, ZUG
Switzerland
Monday - Friday, 0900-1700
Tel: +41 41 511 79 50, Fax: None
Chief Compliance Officer
ULF KLEBECK
GENERAL COUNSEL
OBERNEUHOFSTRASSE 1
BAAR, ZUG
Switzerland
Tel:
+41 41 511 79 50
U**********@*****U
(Full email address available in API data)
Industry Affiliates
| MONTANA CAPITAL PARTNERS JERSEY OSP IV (GP) LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| MONTANA CAPITAL PARTNERS JERSEY OSP V (GP) LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| MONTANA CAPITAL PARTNERS VI (GP) S.� R.L. | Sponsor, GP, manager of pooled investment vehicles |
| PGIM (AUSTRALIA) PTY LIMITED | Other investment adviser, including financial planners |
| PGIM (HONG KONG) LTD. | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial planners |
| PGIM (SHANGHAI) COMPANY LTD. | Other investment adviser, including financial planners |
| PGIM (SINGAPORE) PTE. LIMITED | Other investment adviser, including financial planners |
| PGIM INVESTMENTS LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| PGIM JAPAN CO., LTD. | Other investment adviser, including financial planners |
| PGIM KOREA INC. | Other investment adviser, including financial planners |
| PGIM LIMITED | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| PGIM LUXEMBOURG S.A. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| PGIM NETHERLANDS B.V. | Other investment adviser, including financial planners |
| PGIM PRIVATE FUND MANAGEMENT (SHANGHAI) CO., LTD. | Other investment adviser, including financial planners |
| PGIM REAL ESTATE (JAPAN) LTD. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| PGIM REAL ESTATE (UK) LIMITED | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| PGIM REAL ESTATE FINANCE LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| PGIM REAL ESTATE FRANCE S.A.S. | Other investment adviser, including financial planners |
| PGIM REAL ESTATE GERMANY AG | Other investment adviser, including financial planners |
| PGIM REAL ESTATE ITALY SRL | Other investment adviser, including financial planners |
| PGIM REAL ESTATE MEXICO S.C. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| PGIM, INC. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | Insurance company or agency |
| THE PRUDENTIAL LIFE INSURANCE COMPANY, LTD | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| MCP OPPORTUNITY SECONDARY PROGRAM IV, L.P. | Private Equity Fund | $1,083.6M | $0.1M | 80 |
| MCP OPPORTUNITY SECONDARY PROGRAM V, S.L.P. | Private Equity Fund | $755.8M | $0.1M | 140 |
| MCP OPPORTUNITY SECONDARY PROGRAM VI (USD) SCSP | Private Equity Fund | $0.0M | $10.0M | 3 |
| MCP OPPORTUNITY SECONDARY PROGRAM VI SCSP | Private Equity Fund | $0.0M | $10.0M | 12 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Wulff, Marco | Individual | – | CHIEF EXECUTIVE OFFICER | 04/2011 | < 5% |
| J�ckel, Christoph, Klaus | Individual | – | MANAGING PARTNER | 04/2015 | < 5% |
| Rieder, Urs | Individual | – | DIRECTOR | 07/2017 | < 5% |
| Lemle, Eduard | Individual | – | MANAGING PARTNER | 10/2015 | < 5% |
| Klebeck, Ulf, Albert | Individual | – | GENERAL COUNSEL, CCO, PARTNER | 08/2018 | < 5% |
| Scaramella, Sara | Individual | – | DIRECTOR | 03/2022 | < 5% |
| PGIM HOLDINGS LIMITED (UK) | Foreign Entity | – | SHAREHOLDER | 08/2021 | > 75% |
| PGIM, INC. | Domestic Entity | PGIM HOLDINGS LIMITED (UK) | SHAREHOLDER | 07/2021 | > 75% |
| PGIM HOLDING COMPANY LLC | Domestic Entity | PGIM, INC. | SHAREHOLDER | 04/2006 | > 75% |
| PRUDENTIAL FINANCIAL, INC. | Domestic Entity | PGIM HOLDING COMPANY LLC | SHAREHOLDER | 04/2006 | > 75% |
| Wessel, Stephan, Nikolaus Maria | Individual | – | PARTNER | 08/2022 | < 5% |
| TANNER, CHRISTIAN | Individual | – | CHIEF FINANCIAL OFFICER, DIRECTOR | 08/2022 | < 5% |