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Private Debt/Credit

Montage Capital

Montage Capital lends to companies rather than buying equity, from Campbell, United States.

Capital raised$85macross 2 SEC-filed vehicles
Most recent fund2018filing since 2012
HeadquartersCampbell, United States
Largest single fund$68m

Stated investment criteria

What Montage Capital says it buys

Read from Montage Capital’s own website in August 2026. This is what the firm says it buys, not what anyone has recorded it buying, and figures are shown in the currency the firm itself used - nothing here is converted. Every line links to the page it was read from.

Minimum revenue it states$3m1
People listed on its team page72

A stated mandate is a firm’s description of itself and was true of the page on the day it was read; firms widen and narrow what they will look at without updating the site. The team figure counts the people the firm shows on one team page, so it is a floor rather than a headcount: firms that split their team across tabs or load it in pages will read low. Nothing here is a commitment by Montage Capital to consider any particular business, and nothing on this page is represented as being for sale.

SEC filings

What Montage Capital has raised

From this firm's own Form D filings. A fund files one within fifteen days of its first sale, under penalty of perjury, which makes these the hardest numbers on the page.

Vehicles filed2
Total capital raised$85m
Largest single vehicle$68m
Filing history2012 to 2018
Smallest accepted commitmentNone stated
Filed fromCALIFORNIA

Form D covers US-domiciled vehicles raised from accredited investors. It will not capture a fund raised outside the United States, separately managed accounts, or capital deployed off balance sheet, so treat these as a floor rather than a total.

Regulatory record

How Montage Capital is registered

From this firm's Form ADV, the annual filing every registered and exempt investment adviser makes to the SEC.

Adviser statusExempt reporting adviser
Regulatory assets under managementNot reported by an ERA
Private funds advised4 · $85m gross
SEC adviser numberCRD 164391

An exempt reporting adviser is not required to report regulatory assets under management, so the blank above means the question was not asked rather than that the answer is unknown. Where a figure exists it is the gross asset value of the private funds the firm advises, which is a different and usually larger measure.

Portfolio

Disclosed holdings

Companies Montage Capital lists on its own website. No investment years are published.

CompanyInvestedYears heldRecorded transaction
Aaptiv
Agnityglobal
Airlinq
Alightanalytics
Amenify
App
Artistworks
Atsitesolutions
Beautybakerie
Birdandbe
Boardwalktech
Boldstrategies
Booknook
Bridgeline
Captiv8
Celigo
Cielo24
Cleanwelltoday
Collab
Collabasia
Commonsensenetworks
Concord
Connectandsell
Credit
Cuddly
Designeverest
Designpickle
Dnnsoftware
Edgewave
Enprecis
Evconnect
Farmboxdirect
Feedvisor
Formationscorp
FreightVerify
Freshbellies
Fusemachines
Fxreplay
G Plans
Garten
Gate5capital
Getzippin
Goeshow
Gooten
Green Flower
Gtxcel
Hapara
Heartwork
Hydropoint
ICIMS
Illumeo
Infomc
Infrascale
Inkedbrands
Inpowered
Inspirata
Janeirodigital
Jitterbit
Learning
Lindora
Liquidspace
Loopandtie
Lootcrate
Madwire
Managementresearchservices
Marketrealist
Medrio
Memeo
Menlo Technologies
Metricstream
Mobilecause
Mobilefuse
Mobileroadie
Morelabs
Mothandflamevr
Nexaweb
Ngt
Onevisionresources
Opengrowth
Oxlo
Pachasoap
Playq
Poppyflowers
Prognoshealth
Prontomt
Questnutrition
Recruiter
Revivalrugs
Revstreamone
Rootstock
Sarahapp
Sensiblecare
Shipcalm
Simplysolarcalifornia
Spotzer
Sugarfina
Taylorstitch
The Shift Network
Thistle
Tryquinn
Unionmetrics
Uniquify
Venasolutions
Viralgains
Webinar
Wellaware
Wgt
Wrapify
Wyng
Yourmechanic
appthis.com
cooliris.com
lunera.com
nimblecommerce.com

Compiled from Montage Capital’s published portfolio page. Where a recorded transaction is shown, that company was the target of a reported deal and has most likely already been realised. Nothing here is represented as being for sale.

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