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Private equityFirmventure with pe activity · probablelower middle market

Montlake Capital

Private Equity

Seattle, WA

Propelling Growth, Building Value. Accelerating Growth Across the Pacific Northwest Partner With Us Meet Our Family of Businesses View Portfolio MEET OUR FAMILY OF BUSINESSES With decades of experience, our team and network offer extensive support for growth strategies. We take a creative and flexible approach to structuring relationships uniquely tailored to fit each investment.…

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Search this name across graphsid dfx:pe:c0c7ad45-16e8-4c10-a581-b6cdb3270135

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 5:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 55
Dated events: 21
On other graphs: 1
Observed: Sep 13, 2026 to Sep 17, 2026
25 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Montlake Capital

Venture manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 9
PE funds: 6
Vintages: 2018 to 2021
PE GAV, 2024 filing: $30.9Mgross asset value on Form ADV; never dry powder
Investments: 43
Active investments: 42
Size band: LOWER MIDDLE MARKETderivedproxy: $0.03bn Private Equity Fund GAV on the Form ADV filed 2024-06-11
Latest ADV filing: Jun 11, 2024
Website: montlakecapital.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Montlake Capital Infrastructure Group	2021	Active deployment	Private Equity Fund	n/a	$11.0M
MCH VI, LLC	2020	Active deployment	Private Equity Fund	n/a	$4.6M
MCH V, LLC	2019	Wound down	Private Equity Fund	n/a	$2.7M
MCH IV, LLC	2019	Mature	Private Equity Fund	n/a	$8.0M
MCH III, LLC	2018	Wound down	Private Equity Fund	n/a	$1.9M
SFI Hold-Co, LLC	2018	Wound down	Other Private Fund	n/a	$0
Montlake Capital LLC	n/a	Mature	Private Equity Fund	n/a	$7.2M
Montlake Capital Ii-B, L.P.	n/a	Mature	Venture Capital Fund	n/a	$1.4M
Montlake Capital II, L.P.	n/a	Mature	Venture Capital Fund	n/a	$838,000

Investments

Company	State	Role	Control	Invested	Exited	Status
128 Technology	n/a	unknown	unknown	n/a	n/a	active
Acme Packet Download	n/a	unknown	unknown	n/a	n/a	active
Blue Dog Bakery	n/a	unknown	unknown	n/a	n/a	active
clearaccess	n/a	unknown	unknown	n/a	n/a	active
ClearMed	n/a	unknown	unknown	n/a	n/a	active
Coastal PMS7474 Horiz	n/a	unknown	unknown	n/a	n/a	active
Website Homepage	n/a	unknown	unknown	n/a	n/a	active
fresca-logo-2	n/a	unknown	unknown	n/a	n/a	active
HaloSource	n/a	unknown	unknown	n/a	n/a	active
herb-farm	n/a	unknown	unknown	n/a	n/a	active
intrepid-learning	n/a	unknown	unknown	n/a	n/a	active
linktone	n/a	unknown	unknown	n/a	n/a	active
MOD Pizza	n/a	unknown	unknown	n/a	n/a	active
payscale	n/a	unknown	unknown	n/a	n/a	active
Screen Shot 2022-03-28 at 9.05.46 AM	n/a	unknown	unknown	n/a	n/a	active
Smart:RG	n/a	unknown	unknown	n/a	n/a	active
sog	n/a	unknown	unknown	n/a	n/a	active
SWS Equipment	n/a	unknown	unknown	n/a	n/a	active
Theo Registered	n/a	unknown	unknown	n/a	n/a	active
Veriwave	n/a	unknown	unknown	n/a	Sep 19, 2026	exited
WellPartner	n/a	unknown	unknown	n/a	n/a	active
Zing Tagline	n/a	unknown	unknown	n/a	n/a	active
AA Asphalting	n/a	unknown	unknown	n/a	n/a	active
Sumner, WA	n/a	unknown	unknown	n/a	n/a	active
Aaasphalting	n/a	unknown	unknown	n/a	n/a	active
Northshore Paving	n/a	unknown	unknown	n/a	n/a	active
Seattle, WA	n/a	unknown	unknown	n/a	n/a	active
Northshorepaving	n/a	unknown	unknown	n/a	n/a	active
PR Systems	n/a	unknown	unknown	n/a	n/a	active
Lacey, WA	n/a	unknown	unknown	n/a	n/a	active

Relationships

Invested in (43)

→ intrepid-learningCompanyunknown
factThe subject's own site
→ Spokane, WACompanyunknown
factThe subject's own site
→ SwsequipmentCompanyunknown
factThe subject's own site
→ Fast Water Heater CompanyCompanyunknown
factThe subject's own site
→ Washington, Oregon & CaliforniaCompanyunknown
factThe subject's own site
→ FastwaterheaterCompanyunknown
factThe subject's own site
→ FedeltaCompanyunknown
factThe subject's own site
→ Seattle, Bellevue & FederalCompanyunknown
factThe subject's own site
→ FedeltahomecareCompanyunknown
factThe subject's own site
→ Theo ChocolateCompanyunknown
factThe subject's own site
→ TheochocolateCompanyunknown
factThe subject's own site
→ Zing FoodsCompanyunknown
factThe subject's own site
→ ZingbarsCompanyunknown
factThe subject's own site
→ 128 TechnologyCompanyunknown
factThe subject's own site
→ Acme Packet DownloadCompanyunknown
factThe subject's own site
→ Blue Dog BakeryCompanyunknown
factThe subject's own site
→ clearaccessCompanyunknown
factThe subject's own site
→ ClearMedCompanyunknown
factThe subject's own site
→ Coastal PMS7474 HorizCompanyunknown
factThe subject's own site
→ Website HomepageCompanyunknown
factThe subject's own site
→ fresca-logo-2Companyunknown
factThe subject's own site
→ HaloSourceCompanyunknown
factThe subject's own site
→ herb-farmCompanyunknown
factThe subject's own site
→ linktoneCompanyunknown
factThe subject's own site
→ MOD PizzaCompanyunknown
factThe subject's own site
→ payscaleCompanyunknown
factThe subject's own site
→ Screen Shot 2022-03-28 at 9.05.46 AMCompanyunknown
factThe subject's own site
→ Smart:RGCompanyunknown
factThe subject's own site
→ sogCompanyunknown
factThe subject's own site
→ SWS EquipmentCompanyunknown
factThe subject's own site
and 13 more

Employs (2)

→ Andrew Russell DalePersonPrincipal Manager
Jan 1, 2001 to presentfactForm ADV
→ John SullivanPersonPrincipal Manager
Apr 1, 2010 to Jun 11, 2024inferenceForm ADV

Manages (9)

→ MCH VI, LLCFundPrivate Equity Fund
May 15, 2020 to presentfactForm ADV
→ Montlake Capital Infrastructure GroupFundOther Private Fund
May 13, 2021 to presentfactForm ADV
→ Montlake Capital LLCFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ Montlake Capital II, L.P.FundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ Montlake Capital Ii-B, L.P.FundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ MCH V, LLCFundPrivate Equity Fund
Mar 14, 2019 to presentfactForm ADV
→ MCH IV, LLCFundPrivate Equity Fund
Mar 14, 2019 to presentfactForm ADV
→ SFI Hold-Co, LLCFundPrivate Equity Fund
Apr 30, 2018 to presentfactForm ADV
→ MCH III, LLCFundPrivate Equity Fund
Apr 30, 2018 to presentfactForm ADV

Dated events

19 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jun 11, 2024
Person left
John Sullivan (Principal Manager) no longer on Schedule A of Montlake Capital
Form ADVobserved 6 days ago
Occurred
Mar 30, 2012
Adviser first adv filing
Montlake Capital first filed Form ADV in the extract (ERA)
Form ADVobserved 6 days ago

Show 19 bookkeeping events

First seen by DFX
Sep 18, 2026
date not stated
Ixia Completes Acquisition of Veriwave
First seen by DFX
Sep 17, 2026
date not stated
SWS Equipment Secures Majority Growth Investment from Montlake Capital and Cascadia Private Capital
First seen by DFX
Sep 17, 2026
date not stated
Montlake Capital Invests in Puget Sound Home Health Care Business
First seen by DFX
Sep 17, 2026
date not stated
Montlake Capital Recapitalizes Fast Water Heater
First seen by DFX
Sep 17, 2026
date not stated
Ixia Completes Acquisition of Veriwave
First seen by DFX
Sep 17, 2026
date not stated
HomeAway Acquires Vacation Rental Management Software Provider Escapia, Inc.
Occurred
Sep 1, 2026
Adviser CRD 162581 is not on the SEC registered or exempt adviser roster of 2026-09-01
Occurred
Jun 13, 2022
Fund 805-4911526547 no longer reported on Form ADV by Montlake Capital
Occurred
May 13, 2021
Montlake Capital Infrastructure Group first reported on Form ADV by Montlake Capital (Other Private Fund), GAV $6,000,000
Occurred
May 13, 2021
Fund 805-5887445219 no longer reported on Form ADV by Montlake Capital
Occurred
May 13, 2021
Fund 805-6517965901 no longer reported on Form ADV by Montlake Capital
Occurred
May 15, 2020
MCH VI, LLC first reported on Form ADV by Montlake Capital (Private Equity Fund), GAV $2,420,000
Occurred
Mar 14, 2019
MCH V, LLC first reported on Form ADV by Montlake Capital (Private Equity Fund), GAV $2,700,000
Occurred
Mar 14, 2019
MCH IV, LLC first reported on Form ADV by Montlake Capital (Private Equity Fund), GAV $2,700,000
Occurred
Apr 30, 2018
MCH III, LLC first reported on Form ADV by Montlake Capital (Private Equity Fund), GAV $1,856,000
Occurred
Apr 30, 2018
SFI Hold-Co, LLC first reported on Form ADV by Montlake Capital (Private Equity Fund), GAV $3,651,000
Occurred
Mar 30, 2012
Montlake Capital II, L.P. first reported on Form ADV by Montlake Capital (Private Equity Fund), GAV $30,500,000
Occurred
Mar 30, 2012
Montlake Capital Ii-B, L.P. first reported on Form ADV by Montlake Capital (Private Equity Fund), GAV $23,000,000
Occurred
Mar 30, 2012
Montlake Capital LLC first reported on Form ADV by Montlake Capital (Private Equity Fund), GAV $570,000

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Andrew Russell Dale (Principal Manager).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:c0c7ad45-16e8-4c10-a581-b6cdb3270135
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 3 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Montlake Capital

Private Equity

Seattle, WA

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:c0c7ad45-16e8-4c10-a581-b6cdb3270135

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 5:37 PM UTC and rebuilt at most every 15 minutes.