MONTROSE LANE, LP

Adviser information for MONTROSE LANE, LP last updated from Form ADV on March 29th, 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 Limited Partnership
Fiscal Year End DECEMBER
Legal Location Delaware, United States

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 802-115072
SEC ERA File Number 802-115072
SEC CIK Numbers None
SEC CRD Numbers 289504
Legal Entity Identifier None

Principal Office

4306 YOAKUM BOULEVARD
SUITE 300
HOUSTON
TX
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 6173010338, Fax: None

Chief Compliance Officer

None

Industry Affiliates

COTTONWOOD VENTURE PARTNERS FUND GP LLC Sponsor, GP, manager of pooled investment vehicles
CVP ENERGY TECHNOLOGY FUND II GP, LP Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
COTTONWOOD VENTURE PARTNERS FUND, LP Venture Capital Fund $22.4M $0.0M 74
COTTONWOOD VENTURE PARTNERS PARALLEL FUND, LP Venture Capital Fund $4.1M $5.0M 2
CVP ENERGY TECHNOLOGY FUND II, LP Venture Capital Fund $41.4M $0.0M 57

Control Persons

Name Type Entity Title Since Ownership
ARENDT, JEREMY, PATRICK Individual MANAGER 02/2017 50-75%
GURNEY, RYAN, JEFFERY Individual MANAGER 02/2017 50-75%

No. Employees, Historic

0002020202120222023202420250 on 3/12/20200 on 3/31/20210 on 3/31/20220 on 3/23/20230 on 3/29/2024