Ledger.
Investor · San Antonio, TX

James Montgomery

Open James in the network graph →
Filings
21
SEC Form D
Connections
76
co-filers
Capital
$257.4M
across filings
Active
Jan 2010
to Dec 2025

Most-connected co-filers (76)

Jim Kirschbaum · Washington, Washington, D.C.9 sharedMatthew Harrison · San Antonio, TX6 sharedBob Broeksmit · Washington, Washington, D.C.5 sharedDiane Casey-Landry · Washington, Washington, D.C.5 sharedDeb Bochain · Washington, Washington, D.C.5 sharedChristopher Reichert · Washington, Washington, D.C.5 sharedStephen T. Moore · San Antonio, TX5 sharedABA Business Solutions, Inc · Washington, Washington, D.C.5 sharedGary Evans · Washington, Washington, D.C.5 sharedRuss Taylor · Rosemary Beach, FL5 sharedWilliam E. Powell · San Antonio, TX5 sharedMatt Locke · Washington, Washington, D.C.4 sharedMatteo Amoroso · Charlotte, NC4 sharedDavid Stedman · Charlotte, NC4 sharedArthur J. Pergament · New York, NY3 sharedVictor Murray · Grand Cayman, Cayman Islands3 sharedMichael V. Williams · Palm Harbor, FL3 sharedKenneth D. Trumpfheller · Palm Harbor, FL3 sharedAndrew Mahoney · George Town, Cayman Islands3 sharedEdward Farrell · St. Helier, Y93 sharedMike Young · Washington, Washington, D.C.3 sharedWardah Inam · ALLSTON, MA3 sharedRobert Bernstein · Pasadena, CA3 sharedMark Carter · Boston, MA3 shared

Recent filings (21)

Overjet, Inc.Dec 2025 · 7 co-filers$34.8MOverjet, Inc.Dec 2025 · 7 co-filers$34.8MOverjet, Inc.Dec 2025 · 7 co-filers$800KOverjet, Inc.Dec 2025 · 7 co-filers$800KOverjet, Inc.Mar 2024 · 7 co-filers$56.7MOverjet, Inc.Mar 2024 · 7 co-filers$56.7MEssential AI Labs, Inc.Nov 2023 · 5 co-filers$51.5MEssential AI Labs, Inc.Nov 2023 · 5 co-filers$51.5MASAPP, Inc.May 2021 · 11 co-filers$117.8MASAPP, Inc.May 2021 · 11 co-filers$117.8MDescartes Labs, Inc.Oct 2019 · 9 co-filers$20.0MDescartes Labs, Inc.Oct 2019 · 9 co-filers$20.0MGenetic Denim Holdings, Inc.Aug 2014 · 11 co-filers$4.0MWellAware Holdings, Inc.Jan 2014 · 14 co-filers$1.0MWellAware Holdings, Inc.Jan 2014 · 14 co-filers$1.0MWellAware Holdings, Inc.Jun 2013 · 7 co-filers$7.0MWellAware Holdings, Inc.Jun 2013 · 7 co-filers$7.0MKiller Well, Inc.Jan 2013 · 7 co-filers$1.0MGenetic Denim Holdings, Inc.Oct 2012 · 11 co-filers$3.6MASI GLOBAL RELATIVE VALUE FUND L PMar 2012 · 3 co-filersASI GLOBAL RELATIVE VALUE FUND L PMar 2011 · 3 co-filersCOMMUNITY BANK MORTGAGE LLCApr 2010 · 16 co-filers$88KCOMMUNITY BANK MORTGAGE LLCApr 2010 · 16 co-filers$88KASI GLOBAL RELATIVE VALUE FUND L PMar 2010 · 3 co-filersCOMMUNITY BANK MORTGAGE LLCJan 2010 · 20 co-filers$77K

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