Montgomery Investment Management

Name

Montgomery Investment Management

Legal name

Montgomery Investment Management Pty Ltd

Website

https://montinvest.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Discretionary Portfolio Management (Retail) (FSAAAAAH)

akta.pro secondary industries

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Small-Cap Equity (Active) (FSAAAIAC)

Keywords

• Funds management
• Investment management
• Portfolio management
• Private credit funds
• Equity funds

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Funds Management Fees: Montgomery Investment Management generates revenue primarily through management fees charged on funds under management across its suite of investment funds including Australian equity funds, private credit funds, and digital asset funds.
2. Performance Fees: Some funds may generate performance fees based on investment returns exceeding benchmark targets, as is common in the Australian funds management industry.

Pricing tiers

Go-to-market motion2 records

Distribution channels6 records

Marketing channels6 records

Core offering

Montgomery Investment Management is an Australian boutique funds manager that manages a suite of actively managed investment funds across three asset classes: Australian and New Zealand equities, private credit, and digital assets. Funds are sold to retail investors, wholesale investors, SMSF trustees, and through financial advisers via platform administrators (Fundhost, One Registry Services, Apex, Ascent), with revenue generated through management fees and performance fees on funds under management.

Product overview

Montgomery Investment Management offers a diversified portfolio of investment funds across Australian equities, income strategies, and digital assets. The product suite includes four Australian equity funds (The Montgomery Fund, Australian Eagle Trust, The Montgomery [Private] Fund, and Montgomery Small Companies Fund) providing various approaches from all-cap growth to small companies exposure. The income offerings include two private credit funds (Aura Private Credit Income Fund and Aura Core Income Fund) targeting monthly income streams. Digital asset offerings include the Digital Income Class and Bitcoin Index Class for cryptocurrency exposure. The funds are available on multiple investment platforms with varying minimum investment requirements ranging from $25,000 to $1,000,000 for wholesale investors.

Differentiator

Problem solved

Functional benefit

Products and services

• The Montgomery Fund All-cap Australian equity fund aiming to generate capital growth, income and outperform the ASX 300 Accumulation Index over a five-year rolling period. Available on platforms with a minimum investment of $25,000. Distributed via Fundhost.
• Australian Eagle Trust Fund seeking to provide capital growth and outperformance over the long term through leveraged investment in Australian shares using Australian Eagle's Long-Only investment philosophy combined with a short-selling discipline. Administered by Apex.
• The Montgomery [Private] Fund All-cap Australian equity fund for wholesale investors by invitation only, aiming to achieve absolute returns from a portfolio of long only Australian shares and cash, with capital preservation paramount. Minimum investment $1,000,000. Distributed via Fundhost.
• Montgomery Small Companies Fund Fund aiming to provide long-term growth by investing in 30 to 50 high quality, undervalued Australian and New Zealand small and emerging companies with strong growth potential. Priced daily. Distributed via Fundhost, with Montgomery Lucent Investment Management as investment manager.
• Aura Private Credit Income Fund Private credit fund aiming to provide attractive monthly income with target returns of 9% to 12% per annum from a diversified portfolio of small short-term loans issued by a select group of lenders to Australian businesses. Monthly income distributions. Administered by One Registry Services in partnership with Aura Group.
• Aura Core Income Fund Private credit fund aiming to preserve capital and provide stable monthly income with a target return of 3.5%-5.5% per annum above the Reserve Bank of Australia Cash Rate, net of fees and costs, from exposure to a diversified pool of Australian private debt assets predominantly made up of small to medium enterprise loans. Administered by One Registry Services in partnership with Aura Group.
• Digital Income Class Wholesale-only digital asset strategy aiming to deliver returns by capturing volatility and arbitrage opportunities across global exchanges through high-frequency trading. Reported returns of 19.99% p.a. since inception from 1/05/2025 to 31/05/2026. Administered by Ascent in partnership with Digital Asset Funds Management (DAFM).
• Bitcoin Index Class

Quantifiable outcome

• 19.99% p.a. returns for Digital Income Class since inception
• +2 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core.

• Aura GroupcoreStrategic or Co-development PartnerMontgomery Investment Management has a partnership with Aura Group to offer income-focused investment strategies. This includes the Aura Core Income Fund and Aura Private Credit Income Fund. Aura Group operates through Aura Credit Holdings and Aura Capital, providing private credit investment management services to Montgomery's distribution network.
• Australian Eagle Asset ManagementcoreStrategic or Co-development PartnerAustralian Eagle Asset Management is a sub-investment manager appointed by Montgomery to assist with management of The Montgomery Fund, The Montgomery [Private] Fund, and Australian Eagle Trust assets. Australian Eagle operates under a long-only investment philosophy combined with short-selling discipline. Sean Sequeira jointly established Australian Eagle in 2004 and serves as Chief Investment Officer.
• Digital Asset Funds ManagementcoreStrategic or Co-development PartnerMontgomery Investment Management has a partnership with Digital Asset Funds Management (DAFM) for the Digital Income Fund, Digital Income Class, and Bitcoin Index Class. DAFM is the investment manager of the Digital Income Fund and operates as a Corporate Authorised Representative of Quay Wholesale Fund Services.
• Montgomery Lucent Investment ManagementcoreStrategic or Co-development PartnerMontgomery Lucent Investment Management is the investment manager of the Montgomery Small Companies Fund, appointed as the fund's investment manager. This partnership provides specialized small and emerging companies investment expertise.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Betashares: Australian ETF and fund manager offering active and passive equity, income and thematic strategies including digital asset products on adviser platforms. Comparable in retail adviser distribution and growing digital asset product exposure.
• Spheria Asset Management: Sydney-based boutique running Australian small and mid-cap equities strategies for wholesale investors. Direct peer to Montgomery Small Companies Fund on small-caps focus and wholesale adviser distribution.
• Metrics Credit Partners: Specialist Australian private credit and fixed-income manager running diversified credit and direct lending strategies for institutional and wholesale investors. Closest direct peer to Montgomery's Aura private credit income strategies.
• Platinum Asset Management: Sydney-based boutique running global and Asian equities funds distributed via platforms and advisers, similar in retail/wholesale product structure. Directly comparable in active equities philosophy and Australian distribution footprint.
• La Trobe Financial: Australian non-bank lender and fund manager running pooled credit and mortgage funds with monthly income distributions. Comparable to Aura Core Income and Aura Private Credit Income Fund in retail/wholesale credit fund structure.
• Antipodes Partners: Sydney-based boutique manager offering active global and Australian equities (Antipodes Global, Antipodes Global Value) with a value-driven philosophy. Comparable to Montgomery as a specialist equities boutique distributed through Australian adviser channels.
• Magellan Financial Group: Australian-listed fund manager running active Australian and global equities strategies, including flagship and small-cap vehicles distributed via platforms and advisers. Closest structural analogue to Montgomery's equity-led boutique model.
• Ausbil Investment Management: Active Australian equities and emerging managers manager owned by AustralianSuper, distributed via adviser platforms. Comparable boutique active equities proposition competing for the same adviser mindshare as Montgomery.
• Plato Investment Management: Australian boutique focused on active equities (including long/short and income strategies) and direct equities for wholesale clients. Overlaps with Montgomery's all-cap and small-cap Australian equities funds and the Private Office wholesale positioning.

Broad incumbents

• Perpetual Limited: Large ASX-listed Australian wealth manager and asset manager with diversified active equities, credit and multi-asset strategies. Broad incumbent competing with Montgomery for adviser platform allocation but operating at materially larger scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xtwitter.com/rjmontgomery?
• YouTubeyoutube.com/user/RogerJMontgomery
• Facebookfacebook.com/montgomeryroger
• LinkedInlinkedin.com/company/montgomery-investment-management-pty-ltd

Revenue estimate

Valuation estimate

Number of profiles

Profiles19 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Montgomery Investment Management