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Type	Result	AUM ($B)

Thomas Montgomery
Firm
Address	2500 Dallas Parkway Suite 533 Plano, TX 75093
Source

Associated Funds	Form D	Role	2011 - 2026	Raised	AUM ($M)
Montgomery Capital Partners Fund V LP	021-442072	Executive Officer		40.0 M of 40.0 M
Montgomery Capital Partners IV LP	021-367849	Executive Officer		19.8 M of 25.0 M
Oakwood Bancshares Inc	021-350860	Director		17.7 M of 30.0 M
Montgomery Capital Partners III LP	021-338552	Executive Officer		5.3 M of 15.0 M
Montgomery Capital Partners II LP	021-320530	Executive Officer		12.0 M of 12.0 M
Montgomery Capital Partners I LP	021-318703	Executive Officer		7.1 M of 7.1 M
Oakwood Bancshares Inc	021-285562	Director		42.6 M of 42.6 M
Carroll Co Mezzanine Partners LP	021-270686	Executive Officer		2.5 M of 2.5 M
Montgomery Distillery Inc	021-150543	Executive Officer		of 0.3 M

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