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Montagu Private Equity, LLP: investment adviser
Montagu Private Equity, LLP is an investment adviser registered with the SEC (file 802-75378, CRD 161890). What it reports on Form ADV: assets and clients, fees, owners, disciplinary history and its client brochure. From the SEC's Investment Adviser Public Disclosure site; read Oct 21, 2026.
- Assets managed
- –
- Discretionary
- –
- Accounts
- –
- Employees
- –
- In advisory roles
- –
- Disclosures
- 0
SEC adviser record · Full Form ADV (PDF)
The firm reports no custody of client cash or securities.
Form ADV Part 1A, Item 5, as filed on the SEC Investment Adviser Public Disclosure site; read Oct 21, 2026.
Who owns it
Schedule A lists direct owners of 5% or more (and officers who own a stake); Schedule B lists the owners of those owners.
Direct owners (Schedule A)
| Owner | Type | Role | Stake | Since | Control | Public company |
|---|---|---|---|---|---|---|
| Daniel Fischer | Person | Member of montagu private equity LLP | B 10% to 25% | Aug 2018 | Yes | |
| Christopher Jason Gatenby | Person | Chairman and member of montagu private equity LLP | B 10% to 25% | Apr 2007 | Yes | |
| Guillaume Antoine Jabalot | Person | Member of montagu private equity LLP | B 10% to 25% | May 2017 | Yes | |
| Montagu Equity Ltd | Company (outside the U.S.) | Corporate member of montagu private equity LLP | B 10% to 25% | Apr 2007 | ||
| Edward Jonathan Shuckburgh | Person | CEO and member of montagu private equity LLP | B 10% to 25% | Aug 2008 | Yes | |
| Pascal Ange Ambrosi | Person | Member of montagu private equity LLP | A 5% to 10% | Jul 2020 |
Indirect owners (Schedule B)
| Owner | Owns a stake in | Type | Stake | Control | Public company |
|---|---|---|---|---|---|
| MLLP Holdings Limited | MML II Limited | Company (outside the U.S.) | E 75% or more | Yes | |
| MML II Limited | Montagu Management Limited | Company (outside the U.S.) | E 75% or more | Yes | |
| Montagu Management Limited | Montagu Holdings Limited | Company (outside the U.S.) | E 75% or more | Yes | |
| Montagu Private Equity LLP | MLLP Holdings Limited | Company (outside the U.S.) | E 75% or more | Yes |
Form ADV reports ownership in bands, not exact stakes: A means 5% to 10%, B 10% to 25%, C 25% to 50%, D 50% to 75%, E 75% or more. F marks a general partner, trustee or managing member, a role that controls the firm without a percentage. Owners of less than 5% are not listed.
Form ADV Schedules A and B, via the SEC Investment Adviser Public Disclosure site.
Disciplinary history
The firm answered No to every disciplinary question on Form ADV (Item 11).
The brochure
No brochure text was read for this firm.
Form ADV Part 2A, via the SEC Investment Adviser Public Disclosure site.