MONTLAKE CAPITAL, LLC
Legal name: MONTLAKE CAPITAL
CRD #162581 SEC #802-76117 SEATTLE, WA 206-956-0898
State Registered Exempt Reporting Private Funds
Total AUM
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Discretionary
--
Employees
--
Clients
--
Accounts
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Firm Details
- Organization Type
- --
- State of Formation
- --
- Fiscal Year End
- --
- Registration Date
- --
- Latest Filing
- Apr 2, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SULLIVAN, JOHN | I | PRINCIPAL MANAGER | NA | Control |
| SULLIVAN, JOHN | I | PRINCIPAL MANAGER | NA | Control |
| SULLIVAN, JOHN | I | PRINCIPAL MANAGER | NA | Control |
| SULLIVAN, JOHN | I | PRINCIPAL MANAGER | NA | Control |
| SULLIVAN, JOHN | I | PRINCIPAL MANAGER | NA | Control |
| SULLIVAN, JOHN | I | PRINCIPAL MANAGER | NA | Control |
| SULLIVAN, JOHN | I | PRINCIPAL MANAGER | NA | Control |
| SULLIVAN, JOHN | I | PRINCIPAL MANAGER | NA | Control |
| SULLIVAN, JOHN | I | PRINCIPAL MANAGER | NA | Control |
| SULLIVAN, JOHN | I | PRINCIPAL MANAGER | NA | Control |
| SULLIVAN, JOHN | I | PRINCIPAL MANAGER | NA | Control |
| SULLIVAN, JOHN | I | PRINCIPAL MANAGER | NA | Control |
| DALE, ANDREW, RUSSELL | I | PRINCIPAL MANAGER | C | Control |
| DALE, ANDREW, RUSSELL | I | PRINCIPAL MANAGER | C | Control |
| DALE, ANDREW, RUSSELL | I | PRINCIPAL MANAGER | C | Control |
| DALE, ANDREW, RUSSELL | I | PRINCIPAL MANAGER | C | Control |
| DALE, ANDREW, RUSSELL | I | PRINCIPAL MANAGER | C | Control |
| DALE, ANDREW, RUSSELL | I | PRINCIPAL MANAGER | C | Control |
| DALE, ANDREW, RUSSELL | I | PRINCIPAL MANAGER | C | Control |
| DALE, ANDREW, RUSSELL | I | PRINCIPAL MANAGER | C | Control |
| DALE, ANDREW, RUSSELL | I | PRINCIPAL MANAGER | C | Control |
| DALE, ANDREW, RUSSELL | I | PRINCIPAL MANAGER | C | Control |
| DALE, ANDREW, RUSSELL | I | PRINCIPAL MANAGER | C | Control |
| DALE, ANDREW, RUSSELL | I | PRINCIPAL MANAGER | C | Control |
| DALE, ANDREW, RUSSELL | I | PRINCIPAL MANAGER | C | Control |
| DALE, ANDREW, RUSSELL | I | PRINCIPAL MANAGER | C | Control |
| D.A. DAVIDSON & CO. | DE | MEMBER | A | |
| D.A. DAVIDSON & CO. | DE | MEMBER | A | |
| D.A. DAVIDSON & CO. | DE | MEMBER | A |
Registrations
Federal
ERA
Apr 2, 2025 REGISTERED
Address
1200 5TH AVENUESUITE 1800
SEATTLE, WA 98101-3128
United States
Phone: 206-956-0898