MONTAGU PRIVATE EQUITY, LLP
Adviser information for MONTAGU PRIVATE EQUITY, LLP last updated from Form ADV on March 4th, 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 Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | United Kingdom |
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 | 802-75378 |
|---|---|
| SEC ERA File Number | 802-75378 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 161890 |
| Legal Entity Identifier | 549300RB30SBLW1ROO17 |
Principal Office
2 MORE LONDON RIVERSIDELONDON
United Kingdom
Monday - Friday, 09.00 - 17.00
Tel: 44 207 336 9955, Fax: 44 207 336 9961
Chief Compliance Officer
ELEANOR HUDSON
CHIEF COMPLIANCE OFFICER/MLRO
2 MORE LONDON RIVERSIDE
LONDON
United Kingdom
Tel:
44 203 451 9664
Fax:
44 207 336 9961
E*************@**********M
(Full email address available in API data)
Industry Affiliates
| MLLP HOLDINGS LIMITED | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MONTAGU (FUNDING V) LIMITED | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MONTAGU (FUNDING VI) LTD | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MONTAGU GP COMMITMENT LP | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MONTAGU LUXEMBOURG S.A.R.L | Other investment adviser, including financial planners |
| MONTAGU PRIVATE EQUITY GMBH | Other investment adviser, including financial planners |
| MONTAGU PRIVATE EQUITY SAS | Other investment adviser, including financial planners |
| MONTAGU PRIVATE EQUITY SP. Z O.O. | Other investment adviser, including financial planners |
| MONTAGU US ADVISORS LLC | Other investment adviser, including financial planners |
| MPE (G.P. IV GENERAL PARTNER) LTD | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MPE (G.P. IV) LP | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MPE (G.P. V) LP | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MPE (G.P. VI) LP | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MPE (GENERAL PARTNER +) LIMITED | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MPE (GENERAL PARTNER V) LTD | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MPE (GENERAL PARTNER VI) LTD | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MPE (GP +) LP | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MPE (MANAGING PARTNER) LTD | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MPE COINVEST LIMITED | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MPE G.P. LIMITED | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MPE GP (EEA) VI SARL | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MPE GP (SCOTLAND) LTD | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MPE GP + S.� R.L. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MPE MANAGER LUX SARL | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| MONTAGU IV (US) LP | Private Equity Fund | $3.6M | $16.9M | 4 |
| MONTAGU IV LP | Private Equity Fund | $164.1M | $0.3M | 111 |
| MONTAGU PETROGLYPH CO-INVEST L.P. | Private Equity Fund | $19.8M | $38.3M | 2 |
| MONTAGU V (NON-US) LP | Private Equity Fund | $881.8M | $1.7M | 30 |
| MONTAGU V (US) LP | Private Equity Fund | $441.2M | $4.5M | 10 |
| MONTAGU V EAST TOWN CO-INVEST LP | Private Equity Fund | $62.8M | $67.6M | 2 |
| MONTAGU V JADE CO-INVEST L.P. | Private Equity Fund | $117.0M | $11.3M | 4 |
| MONTAGU V LP | Private Equity Fund | $2,177.7M | $1.0M | 41 |
| MONTAGU VI (US) LP | Private Equity Fund | $546.8M | $0.1M | 21 |
| MONTAGU VI EAST TOWN CO-INVEST LP | Private Equity Fund | $88.3M | $56.3M | 2 |
| MONTAGU VI LP | Private Equity Fund | $2,784.1M | $0.3M | 57 |
| MONTAGU VI PHOENIX CO-INVEST LP | Private Equity Fund | $158.6M | $0.0M | 31 |
| MONTAGU VI SWORDFISH CO-INVEST L.P | Private Equity Fund | $40.9M | $0.0M | 6 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DUNFOY, MARK, PATRICK | Individual | – | MEMBER OF MONTAGU PRIVATE EQUITY LLP | 04/2007 | 5-10% |
| GATENBY, CHRISTOPHER, JASON | Individual | – | CHAIRMAN AND MEMBER OF MONTAGU PRIVATE EQUITY LLP | 04/2007 | 10-25% |
| STOKHUYZEN, WIET | Individual | – | MEMBER OF MONTAGU PRIVATE EQUITY LLP | 04/2007 | 10-25% |
| MONTAGU HOLDINGS LIMITED | Foreign Entity | MONTAGU EQUITY LIMITED (PREVIOUSLY MONTAGU OLDCO LIMITED) | SHAREHOLDER | 04/2007 | > 75% |
| MONTAGU MANAGEMENT LIMITED | Foreign Entity | MONTAGU HOLDINGS LIMITED | SHAREHOLDER | 04/2007 | > 75% |
| MML II LIMITED | Foreign Entity | MONTAGU MANAGEMENT LIMITED | SHAREHOLDER | 04/2007 | > 75% |
| MONTAGU EQUITY LTD | Foreign Entity | – | CORPORATE MEMBER OF MONTAGU PRIVATE EQUITY LLP | 04/2007 | 10-25% |
| MONTAGU PRIVATE EQUITY LLP | Foreign Entity | MLLP HOLDINGS LIMITED | SHAREHOLDER | 04/2007 | > 75% |
| MLLP HOLDINGS LIMITED | Foreign Entity | MPE (G.P. IV GENERAL PARTNER) LIMITED | SHAREHOLDER | 08/2010 | > 75% |
| SHUCKBURGH, EDWARD, JONATHAN | Individual | – | CEO | 08/2008 | 10-25% |
| JABALOT, GUILLAUME, ANTOINE | Individual | – | MEMBER OF MONTAGU PRIVATE EQUITY LLP | 05/2017 | 5-10% |
| ROSE S.A.M. (REPRESENTED BY CHRIS MASTERSON) | Foreign Entity | – | CORPORATE MEMBER OF MONTAGU PRIVATE EQUITY LLP | 12/2017 | 5-10% |
| FISCHER, DANIEL | Individual | – | MEMBER OF MONTAGU PRIVATE EQUITY LLP | 08/2018 | 5-10% |
| DENNING, LOUISE, NOELE | Individual | – | CHIEF FINANCIAL OFFICER | 07/2022 | < 5% |
| COCHRANE, TIMOTHY, JAMES | Individual | – | MEMBER OF MONTAGU PRIVATE EQUITY LLP | 07/2022 | < 5% |
| AMBROSI, PASCAL, ANGE | Individual | – | MEMBER OF MONTAGU PRIVATE EQUITY LLP | 07/2020 | 5-10% |
| OPENSHAW, ALEXANDRA, CAROLINE | Individual | – | GENERAL COUNSEL | 02/2023 | < 5% |