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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

MONTANA AVENUE CAPITAL PARTNERS, LLC

CRD 323969

LOS ANGELES, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6dd96e7e-5371-c552-53e5-201175873d34

Data as of Sep 8, 2023 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 1
Observed: Nov 2, 2022 to Sep 8, 2023
3 observations

Across DFX

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

Real Estate Fundsidentity

Montana Avenue Capital Partners, LLC

Real estate fund manager · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $58.7MItem 5.F on the latest filing (2023-09-08); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $58.7M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 11
Advisory employees: 10
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2
Private funds: 2Schedule D 7.B(1)
Private fund GAV: $58.7Mgross asset value as reported per fund; never fund size
Custody, client assets: $3.4M
SEC number: 801-127985
CRD: 323969
Filings on the tape: 3
First filed: Nov 2, 2022
Latest filed: Sep 8, 2023
Organised: Limited Liability Company, California

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
MAC INNOVATION RE FUND I, RAIF-SICAV SCSP	Real Estate Fund	$52.0M	Sep 8, 2023	1	Sep 8, 2023	reported	n/a
MONTANA AVENUE CAPITAL PARTNERS VI LLC	Real Estate Fund	$6.7M	Sep 8, 2023	25	Sep 8, 2023	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ELSON, STEVEN, PAUL	Partner	Na	yes	10/2022	Nov 2, 2022	Sep 8, 2023
PENNINGTON, BRAD, JEREMY	PARTNER AND CHIEF COMPLIANCE OFFICER	Na	yes	10/2022	Nov 2, 2022	Sep 8, 2023
ROGERS, JEREMY, KINGSLEY	MANAGING PARTNER AND CHIEF EXECUTIVE OFFICER	E	yes	08/2013	Nov 2, 2022	Sep 8, 2023
ROSSI, MASSIMILIANO, NMN	Partner	Na	yes	10/2022	Nov 2, 2022	Sep 8, 2023

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MAC IREF I LUX GP SARL	n/a	n/a	n/a	N	yes	n/a

Relationships

Advises (2)

→ MAC INNOVATION RE FUND I, RAIF-SICAV SCSPPrivate fundReal Estate Fund, IA
Sep 8, 2023 to presentfactForm ADV
→ MONTANA AVENUE CAPITAL PARTNERS VI LLCPrivate fundReal Estate Fund, IA
Sep 8, 2023 to presentfactForm ADV

Controls (4)

← ROGERS, JEREMY, KINGSLEYOwnerMANAGING PARTNER AND CHIEF EXECUTIVE OFFICER, ownership code E, individual
Nov 2, 2022 to presentfactForm ADV
← ELSON, STEVEN, PAULOwnerPARTNER, ownership code NA, individual
Nov 2, 2022 to presentfactForm ADV
← PENNINGTON, BRAD, JEREMYOwnerPARTNER AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 2, 2022 to presentfactForm ADV
← ROSSI, MASSIMILIANO, NMNOwnerPARTNER, ownership code NA, individual
Nov 2, 2022 to presentfactForm ADV

Dated events

Occurred
Nov 2, 2022
First Form ADV filing
Montana Avenue Capital Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6dd96e7e-5371-c552-53e5-201175873d34
First observed: Nov 2, 2022
Last observed: Sep 8, 2023 36 months ago
Source families: Federal regulator filings
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.

MONTANA AVENUE CAPITAL PARTNERS, LLC

CRD 323969

LOS ANGELES, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6dd96e7e-5371-c552-53e5-201175873d34

Data as of Sep 8, 2023 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:08 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

MAC INNOVATION RE FUND I, RAIF-SICAV SCSP

Real Estate Fund

$52.0M

Sep 8, 2023

reported

n/a

MONTANA AVENUE CAPITAL PARTNERS VI LLC

Real Estate Fund

$6.7M

Sep 8, 2023

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ELSON, STEVEN, PAUL

Partner

yes

10/2022

Nov 2, 2022

Sep 8, 2023

PENNINGTON, BRAD, JEREMY

PARTNER AND CHIEF COMPLIANCE OFFICER

yes

10/2022

Nov 2, 2022

Sep 8, 2023

ROGERS, JEREMY, KINGSLEY

MANAGING PARTNER AND CHIEF EXECUTIVE OFFICER

yes

08/2013

Nov 2, 2022

Sep 8, 2023

ROSSI, MASSIMILIANO, NMN

Partner

yes

10/2022

Nov 2, 2022

Sep 8, 2023

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MAC IREF I LUX GP SARL

n/a

yes

n/a