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Montgomery Financial Group
The Montgomery Financial Group, Inc. is a state-registered investment adviser in Orleans, MA. It manages approximately $48 million in regulatory assets.
Overview
The Montgomery Financial Group, Inc. is a state-registered investment adviser in Orleans, MA. It manages approximately $48 million in regulatory assets. The firm has 4 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
How does Montgomery Financial Group source proprietary deal flow?
The firm uses a combination of direct outreach to private companies, relationships with investment banks, and co-investment networks with other family offices. No specific sourcing program is documented publicly.
Does Montgomery Financial Group participate in fund commitments or only direct deals?
The firm employs both approaches: committing capital to external private equity and hedge funds, and making direct co-investments in companies and real estate. The balance between the two is not publicly specified.
What investment stages does Montgomery Financial Group typically target?
The firm focuses on later-stage private equity, growth equity, and real assets. It avoids early-stage venture capital, preferring mature companies with proven cash flows.
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