MONTA VISTA CAPITAL
MONTA VISTA CAPITAL MANAGEMENT, LLC Legal Name
Adviser information for MONTA VISTA CAPITAL 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 Liability Company |
---|---|
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 | 802-130126 |
---|---|
SEC ERA File Number | 802-130126 |
SEC CIK Numbers | None |
SEC CRD Numbers | 172403 |
Legal Entity Identifier | None |
Principal Office
22777 SAN JUAN ROADCUPERTINO
CA
United States
Monday - Friday, 9AM - 6PM PT
Tel: 408-483-5931, Fax: None
Websites
Chief Compliance Officer
NoneIndustry Affiliates
MONTA VISTA CAPITAL GP II, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
MONTA VISTA CAPITAL GP III, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
MONTA VISTA CAPITAL GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
MONTA VISTA CAPITAL II, L.P. | Venture Capital Fund | $43.0M | $0.0M | 36 |
MONTA VISTA CAPITAL III LP | Venture Capital Fund | $46.5M | $0.1M | 90 |
MONTA VISTA CAPITAL SPV I LLC | Venture Capital Fund | $2.4M | $0.0M | 2 |
MONTA VISTA CAPITAL, L.P. | Venture Capital Fund | $30.2M | $0.0M | 49 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
SHUKLA, VENKTESH | Individual | – | MANAGING DIRECTOR OF MONTA VISTA CAPITAL MANAGEMENT, LLC | 04/2014 | > 75% |
SHUKLA, VENKTESH | Individual | – | MANAGING DIRECTOR OF MONTA VISTA CAPITAL GP, LLC | 04/2014 | > 75% |
SHUKLA, VENKTESH | Individual | – | MANAGING DIRECTOR OF MONTA VISTA CAPITAL GP II, LLC | 07/2017 | > 75% |