This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$0Item 5.F on the latest filing (2014-06-25); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Advisors on IAPD

0

Employees

2

Advisory employees

2

Accounts

0

Private funds

1Schedule D 7.B(1)

Private fund GAV

$0gross asset value as reported per fund; never fund size

Custody, client assets

$0

SEC number

801-80012

CRD

171249

Filings on the tape

1

First filed

Jun 25, 2014

Latest filed

Jun 25, 2014

Organised

Limited Liability Company, Delaware

• Occurred

  Jun 25, 2014
  First Form ADV filing

  Montara Capital Management Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:de101130-445c-be91-fd45-bd384f33aa0b

First observed

Jun 25, 2014

Last observed

Jun 25, 2014 148 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.