Montegra Capital Income Fund Management
Robert (Bob) Amter
Bob has owned and managed Montegra Capital Resources, LTD (Montegra) for 41 consecutive years and has been a leader in Colorado fund management. Montegra’s business is to underwrite, close, and service first mortgage secured real estate loans in Colorado. These loans are funded with private capital from investors who have become Limited Partners in the Fund. Bob is a native of Denver and received a B.A. degree from Middlebury College in Middlebury, Vermont and an M.A. degree from University of Colorado in Boulder. Bob started his career at the investment banking firm of Boettcher & Co. before founding and managing a company that engaged in ownership and management of multi-family properties. Mr. Amter then founded the predecessor to Montegra (Equity Mortgage Investors) in 1971, as part of his strategic plan to provide “jumbo” private capital commercial and investment purpose residential loans to borrowers, before changing the company’s name to Montegra Capital Resources, LTD. Mr. Amter has served on a number of non-profit boards, including Colorado Academy, during his career.
Mr. Amter and his associate William D. (Bill) Stanfill formed Trail Ridge Partners, LLC in 2002 (Trail Ridge) to act as the General Partner for Limited Partnerships in which accredited investors make capital investments in a Fund that holds a diversified portfolio of commercial real estate loans.
Kimberly Skari is the Vice President in charge of operations for Montegra and has been with the company since 2005. Prior to joining Montegra, Ms. Skari worked as a commercial closer with a Denver-based title company. Montegra holds all its loans in-house so in addition to underwriting and closing each private capital loan, she is also in charge of Montegra’s loan servicing. Ms. Skari received a B.S. degree in International Business from Minnesota State University – Moorhead.
John Richert joined Montegra’s management group in 2015. Chairman of the board of Terrix Financial, he has been with the firm since 1988 and has arranged over 1 Billion in financing.
Prior to joining Terrix, Mr. Richert was involved in real estate finance for 8 years in Denver with a division of Wells Fargo Bank. He graduated from Beloit College in 1972 with a Bachelor’s Degree in Economics and Arizona State University in 1977 with a Master’s Degree in Business.
William D. (Bill) Stanfill (1936-2015)
Bill began his investment career in Denver with the brokerage firm of Dean Witter. In 1972 he co-founded the money management firm of Morrill-Stanfill & Co. which had over $100,000,000 in funds under management. In 1982 Mr. Stanfill joined the Centennial Funds (a venture capital group) where he was responsible for managing two fund of funds which invested in thirty U.S. Venture Partnerships which produced significant gains for their investors. Mr. Stanfill earned a Bachelor of Arts degree from the University of Colorado and served on numerous non-profit boards including the Social Science Foundation of the University of Denver and on the endowment management fund committee of the University. He was a past Chair of Colorado Public Radio.
Additional details on Montegra Capital Income Fund, L.P. is available to investors who meet the SEC’s definition of an accredited investor. In order to learn how to qualify with Montegra, please email firstname.lastname@example.org or call Bob Amter or Kim Skari at 303-377-4181 for more information.