Investor · Rogers, AR

Willie M. Montgomery, Iii

Open Willie in the network graph →

Filings

11

SEC Form D

Connections

45

co-filers

Capital

—

across filings

Active

May 2022

to Aug 2024

Most-connected co-filers (45)

Joshua C. Leffler · Bentonville, AR5 shared Brian M. Searing · Rogers, AR4 shared Leslie M. Fletcher · Bentonville, AR4 shared Michael R. Detmer · Louisville, KY4 shared Ventures Type One · Dover, DE3 shared James Stepanian · Villa Park, CA3 shared Adam Ross · Dallas, TX3 shared Garry L. Houston · Irving, TX3 shared Frank B. Bazzel, Jr · Irving, TX3 shared Gabriel G. Rodriguez-Calero · Ithaca, NY2 shared John Doyle · BETHESDA, MD2 shared Phyllis Yale · BETHESDA, MD2 shared Michelle Ryan · BETHESDA, MD2 shared 1031 CF Covenant Advisor LLC · Southlake, TX2 shared Ruth E. Fernandez · Irvine, CA2 shared Jacob Michel · West Des Moines, IA2 shared Allyn Akins · West Des Moines, IA2 shared James Robertson · West Des Moines, IA2 shared James Mccabe · West Des Moines, IA2 shared Carlos Cruz · Santa Monica, CA2 shared Shankar G. Boddu · Wilmington, DE2 shared Cole Van Nice · New York, NY2 shared Lawrence J. Weidman · Pittsburgh, PA2 shared Bijan M. Salehizadeh · ARLINGTON, VA2 shared

Recent filings (11)

Covenant Housing REIT, Inc.Jan 2026 · 4 co-filers$25.0M Covenant Housing REIT, Inc.Jan 2026 · 4 co-filers$25.0M Covenant Senior Housing REIT, Inc.Jan 2025 · 14 co-filers$25.0M Perennial Income Fund, LPAug 2024 · 11 co-filers$149.0M Perennial Income Fund, LPAug 2024 · 11 co-filers$149.0M Covenant Senior Housing REIT, Inc.Dec 2023 · 14 co-filers$25.0M Perennial Income Fund, LPDec 2023 · 11 co-filers$5.0M Perennial Income Fund, LPDec 2023 · 11 co-filers$5.0M Aledade, Inc.Jun 2023 · 28 co-filers$260.0M Aledade, Inc.Jun 2022 · 22 co-filers$122.3M Type One II a series of Type One Ventures Master Syndicate LLCJun 2022 · 2 co-filers$135K Helios T1 Gravitics, a series of Type One Ventures Syndicate LLCMay 2022 · 2 co-filers$383K T1V Lunar 1-1, a series of Type One Ventures Master Syndicate LLCMay 2022 · 2 co-filers$200K

Derived from public SEC Form D (Reg D) filings; entities resolved probabilistically. See Willie in the interactive graph →