Spending power
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Spending power
Key facts
Counted staff
14
self-reported 11–50 band
Founded
2010
16 years
Legal entities
1
ABR
Office countries
1
2 addresses
Funding rounds
None on record
Company type
Privately Held
self-reported
Legal entity
1 brand → 1 confirmed entity
Montgomery Investment Management Pty. Ltd.
ABN73139161701
Legal entities
Show as table · Montgomery Investment Management: 1 registry entity
| Montgomery Investment Management Pty. Ltd. | ABN 73139161701 |
|---|---|
| Confirmed matches | 0 of 1 |
A candidate is a name match on the registry, not a confirmed identity, and two candidates are ambiguity rather than a corporate structure.
Description
Committed to preserving and growing multigenerational wealth, Montgomery Investment Management provides a comprehensive suite of funds for individuals, families and their advisers.
Since 2010, we have managed more than $1.4 billion on behalf of our clients.
We partner with carefully selected managers to deliver quality, stability, income, and growth across Australian and global equities, private credit, and digital assets.
Our specialist investment partners include Australian Eagle Asset Management (large-cap and long/short equities), Montgomery Lucent (small-cap equities), Polen Capital (global equities and credit), Aura Credit Holdings (domestic private credit), and Digital Asset Funds Management (digital income strategies).
What sets us apart is our personalised service, transparent communication, and clear investment insights. Importantly, our team invests directly in the firm’s funds, ensuring our objectives remain fully aligned with those of our clients.
Learn more: www.montinvest.com Follow our insights: https://rogermontgomery.com/
Specialties
- australian equities
- investor relations
- investing
- investment management
- private credit
- investment strategies
- financial markets
- equities
All 22 specialties
- Investment Funds
- Private Credit
- Equities
- Small Caps
- Global Equities
- Capital Growth
- Investment Strategies
- Investing
- Financial Markets
- Australian Equities
- Market Commentary
- Private Credit Fund
- Investor Relations
- Investment Reporting
- Investment Manager
- Australian Investments
- Long-Short Fund
- Investment Partners
- Australian and New Zealand equities
- Credit Income
- Roger Montgomery
- Investment Management
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AU17 Castlereagh St; Sydney, New South Wales 2000Primary
- AUGPO Box 3324; Sydney, NSW 2001
Grid intelligence Members
Signals & hiring
Hiring, headcount and registry-change signals, streamed to members.
Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
4 employee profiles on record · names withheld.
Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.
The people relation is never requested, so there is nothing here to unlock.
FAQ
Which legal entity operates under Montgomery Investment Management?
One New South Wales entity on the ABR: Montgomery Investment Management Pty. Ltd. (ABN 73 139 161 701), high confidence.
How many people work at Montgomery Investment Management?
14 counted staff profiles at January 2026, inside the self-reported 11–50 band.
Where does Montgomery Investment Management have offices?
Two addresses on record, Australia only. Primary: 17 Castlereagh St, Sydney, New South Wales 2000.
Has Montgomery Investment Management raised funding?
None linked to this brand.
What does Montgomery Investment Management list as its specialties?
22 tags on the brand's own list, among them australian equities, investor relations and investing.
Which companies are listed alongside Montgomery Investment Management?
9 profiles list Montgomery Investment Management as a peer — 89th percentile in Investment Management. It lists ten peers of its own. Amalgamated Australian Investment Group (AAIG) and Axius Partners Pty Limited list it back.