Family Office

Updated:

Barnard/Montague Capital Advisors

Barnard/Montague Capital Advisors operates as a boutique investment bank headquartered in San Francisco, California.

Barnard/Montague Capital Advisors

Barnard/Montague Capital Advisors operates as a boutique investment bank headquartered in San Francisco, California. The firm provides buy- and sell-side mergers and acquisitions advisory, private placements, capital raising, valuations, and financial advisory services. It serves privately owned middle-market companies and private equity firms primarily throughout the Western United States across industries such as manufacturing, distribution, consumer products, food and beverage, agribusiness, specialty chemicals, and business services.

General information

Firm type

Family Office

Year founded

AUM

Location

Region

Country

United States

City

San Francisco

Corporate office

Frequently asked questions

What is Barnard/Montague Capital Advisors?

Barnard/Montague Capital Advisors is a family office headquartered in San Francisco, United States.

Where is Barnard/Montague Capital Advisors headquartered?

Barnard/Montague Capital Advisors is headquartered in San Francisco, United States.

What does Altss track for Barnard/Montague Capital Advisors?

Altss maintains an OSINT-verified profile of Barnard/Montague Capital Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What type of firm is Barnard/Montague Capital Advisors?

Barnard/Montague Capital Advisors is classified by Altss as a Family Office, operating from United States.

How does Altss source intelligence on Barnard/Montague Capital Advisors?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Barnard/Montague Capital Advisors's Altss profile last updated?

Barnard/Montague Capital Advisors's profile on Altss was last refreshed on May 30, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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