Fundraising FoxMontauk TriGuard
Private equityNewport Beach · 5 people tracked
Also known as TRIGUARD MANAGEMENT LLC
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Investment thesis
Montauk TriGuard focuses exclusively on the private equity secondary market, providing value-add liquidity solutions across three underserved niches. Operating since 1999, the firm has raised nine private equity secondary funds and positions itself as a specialist counterparty for leading secondary fund managers, emphasizing a multi-niche secondary investing strategy and deep relationships within the secondary market.
Source: firm website, verified Oct 27, 2026.
Team · 5 people
from the firm's websiteSenior Advisor and Co-Founder of Montauk TriGuard, and General Partner and Founder of Montauk Advisors, L.L.C., the advisor for the Predecessor Funds. An institutional investor for over 20 years with prior roles at Travelers Insurance and Sterling Grace Capital Management. Holds an MBA and BBA from the University of Texas at Austin and is a CFA charterholder and CPA (inactive).
Principal and CFO of Montauk TriGuard. Previously President of Macquarie Funds Management (USA) Inc. and a Director at Pacific Corporate Group, with earlier roles at Pacific Life and Deloitte & Touche. Holds a BA from UC Santa Barbara and an MBA from USC, and is a CFA charterholder and CPA (inactive).
Co-Founder and Managing Partner of Montauk TriGuard. Previously spent 19 years at Pacific Life as Managing Director, Equities and Co-Chairman of its Workout Committee, making debt, mezzanine and private equity investments and co-managing its private equity portfolio. Holds an MBA and BS in Finance from California State University, Long Beach.
Co-Founder and Managing Partner of Montauk TriGuard. Formerly Managing Director, Equities at Pacific Life, where he co-developed a tri-level investment approach and co-managed the private equity portfolio, and earlier a Managing Partner at The Shidler Group. Holds an MBA in Finance from UCLA and a BS in Accounting from USC.
Principal and CCO of Montauk TriGuard. Previously a Senior Accounting Analyst at Pacific Life handling accounting and operations for the Montauk TriGuard Funds, and earlier worked in the residential mortgage industry. Holds a BA in Finance from Cal State Fullerton and an MBA from UC Irvine, and is a CPA (inactive).
Fund performance · per public LP disclosures · 4
as of Sep 2025| Fund | Vintage | Committed | Net IRR | TVPI | DPI |
|---|---|---|---|---|---|
| Montauk TriGuard Fund VILPs: Oregon Public Employees Retirement System | 2014 | — | 7.8% | 1.16x | 1.16x |
| Montauk TriGuard Fund VLPs: Oregon Public Employees Retirement System | 2011 | — | 7.1% | 1.19x | 1.19x |
| Montauk TriGuard Fund IVLPs: Oregon Public Employees Retirement System | 2008 | — | 12.3% | 1.50x | 1.50x |
| Montauk TriGuard Fund IIILPs: Oregon Public Employees Retirement System | 2005 | — | 3.7% | 1.14x | 1.14x |
Source: public limited-partner disclosures (CalPERS, CalSTRS). Net IRR / TVPI / DPI as reported by the limited partner; a fund's early-year IRR is an interim estimate (J-curve).
Frequently asked questions
- Where is Montauk TriGuard located?
- Montauk TriGuard is headquartered in Newport Beach, US.