Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.

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Firms / T••••••• M••••••••• L••

T••••••• M••••••••• L••

Fund of funds · probableMiddle marketNewport Beach, CAm•••••••••SEC registered investment adviser

Montauk TriGuard manages eight private equity funds designed to solve complex problems for leading secondary fund managers.

Classification
Class
Fund of fundsprobable, confidence 75%
Basis
R1: 8 of 8 admitted vehicles carry the sworn fund-of-funds flag
Size band
Middle marketdefined by: proxy: $2.02bn Private Equity Fund GAV on the Form ADV filed 2024-03-25
Classification history (1)
  1. Sep 13, 2026
    Fund of funds (probable, 75%, cls-pe-1)
    R1: 8 of 8 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Feb 14, 2012 to Mar 25, 2024
RAUM
$2.0Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
6
PE fund GAV, latest filing
$2.0Breported gross assets (Form ADV), not fund size
All private fund GAV
$2.0Bevery private fund type, latest filing
2024 PE fund GAV
$2.0Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-25, latest gav Private Equity Fund $2.0B, latest counts Private Equity Fund 6, lifetime distinct Private Equity Fund 8
Employees
9
Headquarters
Newport Beach, CA
Office address
1400 NEWPORT CENTER DRIVE, SUITE 250, Newport Beach, CA, 92660
Business phone
(949) 398-0005
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
not stated or not yet read
Geography
not stated or not yet read
Revenue
not stated or not yet read
EBITDA
not stated or not yet read
Enterprise value
not stated or not yet read
Equity check
not stated or not yet read
Control
not stated or not yet read
Thesis
not stated or not yet read
Observed from deals on record

Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.

Funds
8 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
M•••••• T••••••• F••• I• L•
ADV: Private Equity Fund
Fund of funds2023
first reported on Form ADV
$682M
as of Mar 25, 2024
no Form DUnknown
M•••••• T••••••• F••• V••• L•
ADV: Private Equity Fund
Fund of funds2020
first reported on Form ADV
$604M
as of Mar 25, 2024
no Form DMature
M•••••• T••••••• F••• V•• L•
ADV: Private Equity Fund
Fund of funds2017
first reported on Form ADV
$438M
as of Mar 25, 2024
no Form DHarvest
M•••••• T••••••• F••• V• L•
ADV: Private Equity Fund
Fund of funds2015
first reported on Form ADV
$173M
as of Mar 25, 2024
no Form DHarvest
M•••••• T••••••• F••• V• L•
ADV: Private Equity Fund
Fund of fundsunknown$93.9M
as of Mar 25, 2024
no Form DHarvest
M•••••• T••••••• F••• I• L•
ADV: Private Equity Fund
Fund of fundsunknown$34.1M
as of Mar 25, 2024
no Form DHarvest
M•••••• T••••••• F••• I•• L•
ADV: Private Equity Fund
Fund of fundsunknown$30.1M
as of Mar 19, 2019
no Form DWound down
M•••••• T••••••• F••• I•••• L•
ADV: Private Equity Fund
Fund of fundsunknown$9.2M
as of Mar 19, 2019
no Form DWound down
Team
4 current, 4 former
4 former (kept with end dates)
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
LP commitments
8 disclosed
Events
4 most recent
  1. May 11, 2026
    T••••••• M••••••••• L••: Private Equity Funds on Form ADV 6 (2024 extract) -> 7 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Dec 31, 2025
    C••••••• P••••• E••••••••• R••••••••• A••••••••• reports M•••••• TriGuard VIII: $50,000,000 committed, vintage 2019, net IRR 9.9%
    Lp commitment disclosedFactC••••••• P••••• E••••••••• R••••••••• A•••••••••P••••• pension private-markets disclosures, read through the venture lane's LP report tape
  3. Dec 31, 2025
    C••••••• P••••• E••••••••• R••••••••• A••••••••• reports M•••••• TriGuard IX: $50,013,783 committed, vintage 2022, net IRR 8.4%
    Lp commitment disclosedFactC••••••• P••••• E••••••••• R••••••••• A•••••••••P••••• pension private-markets disclosures, read through the venture lane's LP report tape
  4. Feb 14, 2012
    T••••••• M••••••••• L•• first filed Form ADV in the extract (IA)
    First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Across the graphs

T••••••• M••••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.

Independent Sponsors1RIA and Wealth1Allocators1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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