Private Equity

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The Montgomery Summit

The Montgomery Summit, founded by Jamie Montgomery, runs an invitation-only technology conference and growth-stage investment firm based in Santa Monica.

The Montgomery Summit logo

The Montgomery Summit

Montgomery Summit is a private equity firm based in Santa Monica, US. It focuses on a Venture Capital investment approach.

General information

Firm type

Private Equity

Year founded

1986

Location

Region

North America

Country

United States

City

Santa Monica

Corporate office

Santa Monica, CA, United States

Sector focus

Enterprise SoftwareAI/MLDigital HealthFinTechMobility & TransportationCybersecurityIndustrial Tech

Frequently asked questions

Is The Montgomery Summit structured as a conference business or a private equity firm?

It operates as both. The annual conference is the firm's sourcing and relationship engine, while the investment arm makes direct equity investments in growth-stage technology companies. The conference-to-capital model allows the firm to evaluate opportunities through a proprietary lens that a purely investment-focused structure cannot access.

Which sectors does The Montgomery Summit focus on?

The firm concentrates on enterprise software, artificial intelligence and machine learning, digital health, financial technology, and mobility. Public-profile portfolio companies include SpaceX and Palantir Technologies, reflecting the Summit's emphasis on high-growth, defensible technology businesses.

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