{
  "crd_number": 293568,
  "slug": "montana-capital-partners-ag-baar-zug-293568",
  "primary_business_name": "MONTANA CAPITAL PARTNERS AG",
  "legal_name": "MONTANA CAPITAL PARTNERS AG",
  "dbas": [],
  "city": "Baar, Zug",
  "state": null,
  "country": "Switzerland",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2018-04-10",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://linkedin.com/COMPANY/MONTANA-CAPITAL-PARTNERS",
    "https://montana-capital-partners.eu",
    "https://xing.com/COMPANIES/MONTANACAPITALPARTNERS"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/293568",
  "city_as_filed": "BAAR, ZUG",
  "url": "https://advisorcensus.com/firm/montana-capital-partners-ag-baar-zug-293568",
  "display_name": "Montana Capital Partners AG",
  "summary": "Montana Capital Partners AG is an exempt reporting adviser in Baar, Zug, Switzerland, filing reports since 2018. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Montana Capital Partners AG (CRD 293568): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Montana Capital Partners AG located?",
      "a": "Montana Capital Partners AG's principal office is in Baar, Zug, Switzerland, according to its Form ADV."
    },
    {
      "q": "How does Montana Capital Partners AG report to regulators?",
      "a": "Montana Capital Partners AG is an exempt reporting adviser, filing reports since 2018. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 293568."
    },
    {
      "q": "Does Montana Capital Partners AG report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/293568"
    },
    {
      "q": "What changed in Montana Capital Partners AG's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-03-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2022-05-06"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-04-11"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-05-03"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-06-05"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/montana-capital-partners-ag-baar-zug-293568.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/293568",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}