Multi-Family OfficeRIA · CRD 292299SEC-Registered

Updated:

Montlake Capital

Montlake Capital was established in 1999 when Andy Dale joined founding principals whose earlier work included building companies such as Costco and Shurgard...

Montlake Capital logo

Montlake Capital

Montlake Capital was established in 1999 when Andy Dale joined founding principals whose earlier work included building companies such as Costco and Shurgard Mini Storage. The firm operates as a multi-family office that supplies both capital and operational support to companies in the Pacific Northwest. Montlake deploys capital through direct co-investments, SPVs, and private equity structures. It targets growth, seed, Series A, and Series B stages. Confirmed focuses span AgriTech & FoodTech, FinTech, Healthcare Services, Industrial Tech, and Digital Health. Activity remains concentrated in North America. The team consists of three named principals who have worked together for more than fifteen years. No additional offices or adjacent vehicles appear in public materials. No operational events from the last twenty-four months are recorded.

General information

Firm type

Multi Family Office

Year founded

1999

Location

Region

North America

Country

United States

City

Seattle

Corporate office

Seattle, WA, United States

Principals

Andy Dale

Managing Director

Noel de Turenne

Managing Director

Karen Cameron

Controller

Sector focus

AgriTech & FoodTechHRTechHealthcare ServicesIndustrial TechFinTechSports & WellnessSupply Chain & LogisticsMedia & EntertainmentDigital Health

Frequently asked questions

Who runs investment decisions at Montlake Capital?

Andy Dale serves as Managing Director and leads the firm. Noel de Turenne handles sourcing, evaluation, and transaction structuring. Karen Cameron manages finance, accounting, and reporting.

Does Montlake Capital participate in fund commitments or only direct deals?

Montlake uses direct co-investments and SPVs. It also executes private equity transactions and distressed situations.

What investment stages does Montlake Capital typically target?

The firm covers growth equity along with seed, Series A, and Series B rounds.

Where does Montlake Capital invest geographically?

All disclosed activity occurs in North America with emphasis on the Pacific Northwest.

How is Montlake Capital related to its portfolio companies?

The firm supplies both capital and operational support and holds board seats in several investments.

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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