This opportunity is available for investment
All information is subject to the Sponsor's official Investment Documentation. For more information, including risk factors, view the .
Key benefits and features of this investment opportunity
All information is subject to the Sponsor's official Investment Documentation. For more information, including risk factors, view the .
The opportunity to invest in the oil and gas industry without the personal risks associated with working interest programs.
A diversified investment in multiple oil and gas properties.
Potential tax deductions for depletion.
Investment Strategy: Provide risk adjusted exposure to energy real estate through producing and non-producing royalty assets located in the Permian Basin and other active and prolific shale plays in the United States.
Estimated Production Life: Engineering analysis supports an estimate of more than 35 years of remaining oil and gas reserves that can be produced from Montego Capital Fund 5 LP's properties.
Diversified Revenue Sources: Oil, Natural Gas, and Natural Gas Liquids (NGLs).
Debt: Zero Leverage Allowed.
Quarterly Distributions: Targeted initial distribution is expected in Q1 2027, based on current production and revenue schedules.
Anticipated Hold Period: The fund is structured with an anticipated hold period of 8 to 10 years, allowing time for acquisitions, development, and potential exit opportunities.
Portfolio Footprint: Three generations of focused experience in petroleum engineering and geology. More than $466 million in assets under management. 15 strategic liquidity events. 1,667,951 gross acres, 1,781 individual properties, 14,812 producing wells, Tier 1 operators, 9 states (as of 2/01/2026).
The offering documents below have been prepared and are being delivered by the Sponsor of this investment opportunity.
Get help from our team of investment specialists or use our portfolio builder tool to model this investment in your 1031 exchange strategy.
Offering Type
LP Interests
Asset Class
Mineral Rights
Location
Permian Basin & Other U.S. Shale Plays (Multi-State)
Please refer to the Montego Capital Fund 5 Ltd - Private Placement Memorandum for more details regarding distributions and risk factors of the investment.
Montego Energy Partners, LLC
Montego began in 2009 as a family office that pursued mineral and royalty acquisitions, but the executive team's combined expertise extends back to 1956. At that time, founding principal Monty Gist worked at Humble Oil and Refining (now Exxon Mobil), followed by six decades working with independent exploration companies in and around the Permian Basin. Monty Gist's son and grandson (founding principals of the General Partner), S. Rhett Gist (a master petroleum engineer) and B. Cutler Gist (an industrial engineer), have followed in Monty's footsteps, also carving out successful careers in the oil and gas and the mineral and royalty industries.
Montego formed its first mineral property fund for outside investors, Montego Capital Fund I Ltd, in 2014 and since that time has formed and managed more than twenty additional mineral property funds. Currently Montego has more than $466 million of oil and gas mineral property assets under management, which include 1,781 individual properties consisting of 1,667,952 gross acres with 14,812 producing wells managed by tier 1 operators in 9 states.
Montego Minerals is an accumulation of deep experience in all areas of petroleum engineering and geology, oil and gas consulting, economics, and exploration. The company focuses on high potential assets in the Permian Basin, specifically in the Midland Basin, as well as the East Texas Basin.
For more information, view the .
All details presented on this page are subordinate to and qualified entirely by the comprehensive information contained within the Sponsor's official Investment Documentation. The content displayed here remains incomplete and may be modified by the Sponsor without notice prior to closing. The Sponsor's Investment Documentation and related materials include critical details regarding investment goals, business strategies, potential risks, fees, costs, and additional material information that should be thoroughly evaluated before making any investment decision. The information presented on this page is insufficient for making informed investment choices.
This investment is speculative, highly illiquid, and involves substantial risk. There can be no assurances that all or any of Sponsor's assumptions, expectations, estimates, goals, hypothetical illustrations, or other aspects of Sponsor's business plans ("Assumptions") will be true or that actual performance will bear any relation to Sponsor's Assumptions, and no guarantee or representation is made that Sponsor's Assumptions will be achieved. If Sponsor does not achieve its Assumptions, your investment could be materially and adversely affected. A loss of part or all of the principal value of your investment may occur. You should not invest unless you can readily bear the consequences of such loss. Sponsor's Assumptions should not be relied upon as the primary basis for your decision to invest.
Sponsor is solely responsible for statements made concerning forward-looking statements and Assumptions, which apply only as of the date made, are preliminary and subject to change, and are expressly qualified in their entirety by the disclosures and cautionary statements included in Sponsor's Investment Documents, which you should carefully review. A Sponsor is obligated to update or revise such forward-looking statements or Assumptions to reflect events or circumstances that arise after the date made or to reflect the occurrence of unanticipated events. Sponsor's forward-looking statements and Assumptions are hypothetical, not based on actual investment achievements or events, and are presented solely for purposes of providing insight into the Sponsor's investment objectives, detailing Sponsor's anticipated risk and reward characteristics, and establishing a benchmark for future evaluation of actual results; therefore, they are not a predictor, projection, or guarantee of future results. You should not rely on Sponsor's forward-looking statements as a basis to invest.
Importantly, we do not adopt, endorse, or provide any assurance of returns or as to the accuracy or reasonableness of Sponsor's Assumptions or forward-looking statements.
Any reference to historical performance does not indicate future results and should not be considered the primary factor in investment decisions.
Sponsor's securities offering will not be registered under the Securities Act of 1933, as amended (the "Securities Act"), in reliance upon the exemptions from registration pursuant to Rule 506(c) of Regulation D as promulgated under the Securities Act ("Private Placement"). In addition, the offering will not be registered under any state securities laws in reliance on exemptions from state registration. Such securities (your ownership interests) are subject to restrictions on transferability and resale and may not be transferred or resold except as permitted under applicable state and federal securities laws pursuant to registration or an available exemption. All Private Placements on the Platform are intended solely for "Accredited Investors," as that term is defined in Rule 501(a) under the Securities Act.
Nothing presented on this page constitutes investment advice (whether regarding specific securities or overall investment strategies), recommendations, offers to sell, or solicitations to purchase any security. Professional securities advice is strongly recommended to comprehend and evaluate the risks inherent in real estate or private placement investments.
Internal Revenue Code Section 1031 ("Section 1031") involves intricate tax principles, and tax implications may differ based on individual investor circumstances. Anchor1031, LLC and Quincy Wells Capital, LLC provide no representations or warranties regarding the tax consequences of your investment or whether the IRS will accept such tax treatment. Consultation with and reliance upon your personal tax advisor regarding tax implications specific to your situation is essential.
All information is subject to the Sponsor's official Investment Documentation. For more information, including risk factors, view the .
Key benefits and features of this investment opportunity
All information is subject to the Sponsor's official Investment Documentation. For more information, including risk factors, view the .
The opportunity to invest in the oil and gas industry without the personal risks associated with working interest programs.
A diversified investment in multiple oil and gas properties.
Potential tax deductions for depletion.
Investment Strategy: Provide risk adjusted exposure to energy real estate through producing and non-producing royalty assets located in the Permian Basin and other active and prolific shale plays in the United States.
Estimated Production Life: Engineering analysis supports an estimate of more than 35 years of remaining oil and gas reserves that can be produced from Montego Capital Fund 5 LP's properties.
Diversified Revenue Sources: Oil, Natural Gas, and Natural Gas Liquids (NGLs).
Debt: Zero Leverage Allowed.
Quarterly Distributions: Targeted initial distribution is expected in Q1 2027, based on current production and revenue schedules.
Anticipated Hold Period: The fund is structured with an anticipated hold period of 8 to 10 years, allowing time for acquisitions, development, and potential exit opportunities.
Portfolio Footprint: Three generations of focused experience in petroleum engineering and geology. More than $466 million in assets under management. 15 strategic liquidity events. 1,667,951 gross acres, 1,781 individual properties, 14,812 producing wells, Tier 1 operators, 9 states (as of 2/01/2026).
The offering documents below have been prepared and are being delivered by the Sponsor of this investment opportunity.
Get help from our team of investment specialists or use our portfolio builder tool to model this investment in your 1031 exchange strategy.
Offering Type
LP Interests
Asset Class
Mineral Rights
Location
Permian Basin & Other U.S. Shale Plays (Multi-State)
Please refer to the Montego Capital Fund 5 Ltd - Private Placement Memorandum for more details regarding distributions and risk factors of the investment.
Montego Energy Partners, LLC
Montego began in 2009 as a family office that pursued mineral and royalty acquisitions, but the executive team's combined expertise extends back to 1956. At that time, founding principal Monty Gist worked at Humble Oil and Refining (now Exxon Mobil), followed by six decades working with independent exploration companies in and around the Permian Basin. Monty Gist's son and grandson (founding principals of the General Partner), S. Rhett Gist (a master petroleum engineer) and B. Cutler Gist (an industrial engineer), have followed in Monty's footsteps, also carving out successful careers in the oil and gas and the mineral and royalty industries.
Montego formed its first mineral property fund for outside investors, Montego Capital Fund I Ltd, in 2014 and since that time has formed and managed more than twenty additional mineral property funds. Currently Montego has more than $466 million of oil and gas mineral property assets under management, which include 1,781 individual properties consisting of 1,667,952 gross acres with 14,812 producing wells managed by tier 1 operators in 9 states.
Montego Minerals is an accumulation of deep experience in all areas of petroleum engineering and geology, oil and gas consulting, economics, and exploration. The company focuses on high potential assets in the Permian Basin, specifically in the Midland Basin, as well as the East Texas Basin.
For more information, view the .
All details presented on this page are subordinate to and qualified entirely by the comprehensive information contained within the Sponsor's official Investment Documentation. The content displayed here remains incomplete and may be modified by the Sponsor without notice prior to closing. The Sponsor's Investment Documentation and related materials include critical details regarding investment goals, business strategies, potential risks, fees, costs, and additional material information that should be thoroughly evaluated before making any investment decision. The information presented on this page is insufficient for making informed investment choices.
This investment is speculative, highly illiquid, and involves substantial risk. There can be no assurances that all or any of Sponsor's assumptions, expectations, estimates, goals, hypothetical illustrations, or other aspects of Sponsor's business plans ("Assumptions") will be true or that actual performance will bear any relation to Sponsor's Assumptions, and no guarantee or representation is made that Sponsor's Assumptions will be achieved. If Sponsor does not achieve its Assumptions, your investment could be materially and adversely affected. A loss of part or all of the principal value of your investment may occur. You should not invest unless you can readily bear the consequences of such loss. Sponsor's Assumptions should not be relied upon as the primary basis for your decision to invest.
Sponsor is solely responsible for statements made concerning forward-looking statements and Assumptions, which apply only as of the date made, are preliminary and subject to change, and are expressly qualified in their entirety by the disclosures and cautionary statements included in Sponsor's Investment Documents, which you should carefully review. A Sponsor is obligated to update or revise such forward-looking statements or Assumptions to reflect events or circumstances that arise after the date made or to reflect the occurrence of unanticipated events. Sponsor's forward-looking statements and Assumptions are hypothetical, not based on actual investment achievements or events, and are presented solely for purposes of providing insight into the Sponsor's investment objectives, detailing Sponsor's anticipated risk and reward characteristics, and establishing a benchmark for future evaluation of actual results; therefore, they are not a predictor, projection, or guarantee of future results. You should not rely on Sponsor's forward-looking statements as a basis to invest.
Importantly, we do not adopt, endorse, or provide any assurance of returns or as to the accuracy or reasonableness of Sponsor's Assumptions or forward-looking statements.
Any reference to historical performance does not indicate future results and should not be considered the primary factor in investment decisions.
Sponsor's securities offering will not be registered under the Securities Act of 1933, as amended (the "Securities Act"), in reliance upon the exemptions from registration pursuant to Rule 506(c) of Regulation D as promulgated under the Securities Act ("Private Placement"). In addition, the offering will not be registered under any state securities laws in reliance on exemptions from state registration. Such securities (your ownership interests) are subject to restrictions on transferability and resale and may not be transferred or resold except as permitted under applicable state and federal securities laws pursuant to registration or an available exemption. All Private Placements on the Platform are intended solely for "Accredited Investors," as that term is defined in Rule 501(a) under the Securities Act.
Nothing presented on this page constitutes investment advice (whether regarding specific securities or overall investment strategies), recommendations, offers to sell, or solicitations to purchase any security. Professional securities advice is strongly recommended to comprehend and evaluate the risks inherent in real estate or private placement investments.
Internal Revenue Code Section 1031 ("Section 1031") involves intricate tax principles, and tax implications may differ based on individual investor circumstances. Anchor1031, LLC and Quincy Wells Capital, LLC provide no representations or warranties regarding the tax consequences of your investment or whether the IRS will accept such tax treatment. Consultation with and reliance upon your personal tax advisor regarding tax implications specific to your situation is essential.
