Mountaingate Management Co., Llc
- Regulatory AUM
- $1.5B
- Discretionary
- $1.5B
- Clients
- 13
- Avg AUM / client
- $115M
- Accounts
- 13
- Employees
- 22
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 13 | $1.5B | 100.0% |
Private funds (10)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $905M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Mountaingate Capital Fund Ii, L.P. | Private Equity Fund | Delaware | $378M | 25 |
| Mountaingate Capital Fund I, L.P. | Private Equity Fund | Delaware | $165M | 27 |
| Mountaingate Capital Fund Ii A, L.P. | Private Equity Fund | Delaware | $131M | 14 |
| Mountaingate Capital Fund I A, L.P. | Private Equity Fund | Delaware | $82.3M | 8 |
| Krg Capital Fund Iv, L.P. | Private Equity Fund | Delaware | $53.8M | 67 |
| Mountaingate Capital Fund Ii Ff, L.P. | Private Equity Fund | Delaware | $34.1M | 61 |
| Krg Capital Fund Iv A, L.P. | Private Equity Fund | Delaware | $27.0M | 24 |
| Mountaingate Capital Fund I Ff, L.P. | Private Equity Fund | Delaware | $16.1M | 42 |
| Krg Capital Fund Iv (Pa), L.P. | Private Equity Fund | Delaware | $15.4M | 13 |
| Krg Capital Fund Iv (Ff), L.P. | Private Equity Fund | Delaware | $1.3M | 64 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Fisher, Stewart, Andrew | Filing Adviser Member | Mar 2015 (11y) | 10% – 25% | |
| Rogers, Bruce, Layton | Filing Adviser Member; Chief Compliance Officer | Mar 2015 (11y) | 10% – 25% | |
| Thompson, Bennett, Randolph | Filing Adviser Member | Mar 2015 (11y) | 10% – 25% | |
| Cho, Eunice, Sue | Filing Adviser Member | Aug 2023 (3y) | 10% – 25% | |
| Sisson, Trenton, James | Filing Adviser Member | Aug 2023 (3y) | 10% – 25% | |
| Calender, Amanda, Ray | Chief Financial Officer | Apr 2024 (2y) | Less than 5% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (10, $905M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Mountaingate Capital Fund Ii, L.P. | Private Equity Fund | $378M | $5.0M | 25 |
| Mountaingate Capital Fund I, L.P. | Private Equity Fund | $165M | $5.0M | 27 |
| Mountaingate Capital Fund Ii A, L.P. | Private Equity Fund | $131M | $5.0M | 14 |
| Mountaingate Capital Fund I A, L.P. | Private Equity Fund | $82.3M | $5.0M | 8 |
| Krg Capital Fund Iv, L.P. | Private Equity Fund | $53.8M | $10.0M | 67 |
| Mountaingate Capital Fund Ii Ff, L.P. | Private Equity Fund | $34.1M | $500K | 61 |
| Krg Capital Fund Iv A, L.P. | Private Equity Fund | $27.0M | $10.0M | 24 |
| Mountaingate Capital Fund I Ff, L.P. | Private Equity Fund | $16.1M | $500K | 42 |
| Krg Capital Fund Iv (Pa), L.P. | Private Equity Fund | $15.4M | $10.0M | 13 |
| Krg Capital Fund Iv (Ff), L.P. | Private Equity Fund | $1.3M | $10.0M | 64 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 4.13 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗