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VentureFirminstitutional vc · probableexempt_reporting_adviser

Montreux Equity Partners

Venture Capital

San Francisco, CA

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

Search this name across graphsid dfx:vc:4df57449-1dcd-4577-af75-fc3e61bec6ec

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 21, 2026, 2:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 16
On other graphs: 2
Observed: Sep 12, 2026 to Sep 17, 2026
29 observations

Across DFX

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

RIA / Wealth Managementidentity

MONTREUX EQUITY PARTNERS

Registered adviser · cited, shared crd

Allocatorsidentity

Montreux Equity Partners

Manager with allocator commitments · cited, shared crd

Facts

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

Funds: 12
Vintages: 2012 to 2016
Funds with fundraising evidence: 0derived
Investments: 1
Portfolio companies: 1
Investments, 12m: 1
Partner-attributed: 0
People: 1
Investment professionals: 1derived
Co-investors: 0derived
LP relationships: 1
Stated sectors: healthcareas stated by the firm
Stated geography: miami
Latest Form D: Aug 28, 2015
Latest ADV filing: Mar 29, 2016
Website: montreuxequity.com

Funds

Fund	Vintage	Lifecycle	Form D sold	GAV
Montreux Equity Partners V Associates Iiib, LLC	2016	Harvest	$0	$17.3M
Montreux IV Associates Iiia, LLC	2016	Harvest	n/a	$2.1M
Montreux IV Associates II, LLC	2016	Harvest	n/a	$400,000
Montreux Equity Partners V Associates Master Fund, LLC	2014	Harvest	$8.0M	$2.0M
Montreux Equity Partners V Associates II, LLC	2014	Harvest	$1.5M	$127,152
Montreux Equity Partners V Associates I, LLC	2014	Harvest	$4.1M	$17,577
Montreux Equity Partners V, L.P.	2012	Harvest	$74.4M	$42.8M
Montreux IV Associates, L.L.C.	n/a	Unknown	n/a	$10.2M
Montreux Equity Partners II SBIC, L.P.	n/a	Unknown	n/a	$6.8M
Montreux Equity Partners IV, L.P.	n/a	Unknown	n/a	$259M
Montreux Equity Partners III SBIC, L.P.	n/a	Unknown	n/a	$14.6M
Montreux Equity Partners II, L.P.	n/a	Unknown	n/a	$220,998

Investments

round size is never this investor's check

Company	State	Stage	Round size	Partner	Attribution	Observed
fine	n/a	n/a	n/a	n/a	Unknown	Sep 13, 2026

Co-investors

pairs come only from shared rounds and listings

Investor	Co-investor	Shared deals	Shared companies	Last observed	Strength
DAG Ventures	Montreux Equity Partners	1	1	Sep 13, 2026	One time

Relationships

Lp of (1)

← Massachusetts Pension Reserves Investment Management BoardLimited partnerprimary
factPlan disclosure

Invested in (1)

→ fineCompanyPortfolio listing
Sep 13, 2026 to presentfactThe subject's own site

Employs (3)

→ Daniel Key TurnerPersonMember
Apr 1, 2004 to presentfactForm ADV
→ Howard D PalefskyPersonMember
Apr 1, 2004 to Mar 29, 2016inferenceForm ADV
→ John Joseph SavaresePersonMember
Apr 1, 2010 to Mar 29, 2016inferenceForm ADV

Manages (12)

→ Montreux IV Associates Iiia, LLCFundVenture Capital Fund
Mar 29, 2016 to presentfactForm ADV
→ Montreux Equity Partners V Associates Iiib, LLCFundVenture Capital Fund
Mar 29, 2016 to presentfactForm ADV
→ Montreux IV Associates II, LLCFundVenture Capital Fund
Mar 29, 2016 to presentfactForm ADV
→ Montreux Equity Partners IV, L.P.FundVenture Capital Fund
Apr 23, 2012 to presentfactForm ADV
→ Montreux IV Associates, L.L.C.FundVenture Capital Fund
Apr 23, 2012 to presentfactForm ADV
→ Montreux Equity Partners III SBIC, L.P.FundVenture Capital Fund
Apr 23, 2012 to presentfactForm ADV
→ Montreux Equity Partners II SBIC, L.P.FundVenture Capital Fund
Apr 23, 2012 to presentfactForm ADV
→ Montreux Equity Partners II, L.P.FundVenture Capital Fund
Apr 23, 2012 to presentfactForm ADV
→ Montreux Equity Partners V, L.P.FundVenture Capital Fund
Mar 28, 2014 to presentfactForm ADV
→ Montreux Equity Partners V Associates Master Fund, LLCFundVenture Capital Fund
Mar 31, 2015 to presentfactForm ADV
→ Montreux Equity Partners V Associates I, LLCFundVenture Capital Fund
Mar 31, 2015 to presentfactForm ADV
→ Montreux Equity Partners V Associates II, LLCFundVenture Capital Fund
Mar 31, 2015 to presentfactForm ADV

Dated events

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

Occurred
Jun 30, 2025
LP commitment disclosed
Mass PRIM lists Montreux Equity Partners among its private equity managers
Massachusetts Pension Reserves Investment Management Board Plan disclosureobserved 8 days ago
Occurred
Mar 29, 2016
Person left
Howard D Palefsky (Member) no longer on Schedule A of Montreux Equity Partners
Form ADVobserved 9 days ago
Occurred
Mar 29, 2016
Person left
John Joseph Savarese (Member) no longer on Schedule A of Montreux Equity Partners
Form ADVobserved 9 days ago
Occurred
Apr 23, 2012
Adviser's first ADV filing
Montreux Equity Partners first filed Form ADV (ERA, venture capital fund adviser exemption)
Form ADVobserved 9 days ago

Show 12 bookkeeping events

Occurred
Mar 29, 2016
Montreux Equity Partners V Associates Iiib, LLC first reported on Form ADV by Montreux Equity Partners (Venture Capital Fund), GAV $17,261,432
Occurred
Mar 29, 2016
Montreux IV Associates Iiia, LLC first reported on Form ADV by Montreux Equity Partners (Venture Capital Fund), GAV $2,150,000
Occurred
Mar 29, 2016
Montreux IV Associates II, LLC first reported on Form ADV by Montreux Equity Partners (Venture Capital Fund), GAV $400,000
Occurred
Mar 31, 2015
Montreux Equity Partners V Associates I, LLC first reported on Form ADV by Montreux Equity Partners (Venture Capital Fund), GAV $3,909,453
Occurred
Mar 31, 2015
Montreux Equity Partners V Associates Master Fund, LLC first reported on Form ADV by Montreux Equity Partners (Venture Capital Fund), GAV $6,000,025
Occurred
Mar 31, 2015
Montreux Equity Partners V Associates II, LLC first reported on Form ADV by Montreux Equity Partners (Venture Capital Fund), GAV $1,446,535
Occurred
Mar 28, 2014
Montreux Equity Partners V, L.P. first reported on Form ADV by Montreux Equity Partners (Venture Capital Fund), GAV $5,773,598
Occurred
Apr 23, 2012
Montreux IV Associates, L.L.C. first reported on Form ADV by Montreux Equity Partners (Venture Capital Fund), GAV $6,496,755
Occurred
Apr 23, 2012
Montreux Equity Partners II, L.P. first reported on Form ADV by Montreux Equity Partners (Venture Capital Fund), GAV $327,881
Occurred
Apr 23, 2012
Montreux Equity Partners II SBIC, L.P. first reported on Form ADV by Montreux Equity Partners (Venture Capital Fund), GAV $28,506,479
Occurred
Apr 23, 2012
Montreux Equity Partners III SBIC, L.P. first reported on Form ADV by Montreux Equity Partners (Venture Capital Fund), GAV $40,176,977
Occurred
Apr 23, 2012
Montreux Equity Partners IV, L.P. first reported on Form ADV by Montreux Equity Partners (Venture Capital Fund), GAV $181,501,489

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), 2 websites (Form ADV) · as of 2026-09-12

Also named here, with no published line of their own (reach them through the firm): Daniel Key Turner (Member).

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: Venture Capital
Canonical id: dfx:vc:4df57449-1dcd-4577-af75-fc3e61bec6ec
First observed: Sep 12, 2026
Last observed: Sep 17, 2026 4 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
2 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.

Montreux Equity Partners

Venture Capital

San Francisco, CA

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

Search this name across graphsid dfx:vc:4df57449-1dcd-4577-af75-fc3e61bec6ec

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 21, 2026, 2:05 PM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

Form D sold

GAV

LPs

Montreux Equity Partners V Associates Iiib, LLC

2016

Harvest

$17.3M

Montreux IV Associates Iiia, LLC

2016

Harvest

n/a

$2.1M

Montreux IV Associates II, LLC

2016

Harvest

n/a

$400,000

Montreux Equity Partners V Associates Master Fund, LLC

2014

Harvest

$8.0M

$2.0M

Montreux Equity Partners V Associates II, LLC

2014

Harvest

$1.5M

$127,152

Montreux Equity Partners V Associates I, LLC

2014

Harvest

$4.1M

$17,577

Montreux Equity Partners V, L.P.

2012

Harvest

$74.4M

$42.8M

Montreux IV Associates, L.L.C.

n/a

Unknown

n/a

$10.2M

Montreux Equity Partners II SBIC, L.P.

n/a

Unknown

n/a

$6.8M

Montreux Equity Partners IV, L.P.

n/a

Unknown

n/a

$259M

Montreux Equity Partners III SBIC, L.P.

n/a

Unknown

n/a

$14.6M

Montreux Equity Partners II, L.P.

n/a

Unknown

n/a

$220,998

Company

State

Stage

Round size

Partner

Attribution

Observed

fine

n/a

Unknown

Sep 13, 2026

Investor

Co-investor

Shared deals

Shared companies

Last observed

Strength

DAG Ventures

Montreux Equity Partners

Sep 13, 2026

One time