Monadnock Capital Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 144176
- Website
- www.monadnockcap.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI87.79%
- Individuals12.21%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Monadnock Capital Partners, LLC is a small, privately owned investment adviser organized as a limited liability company that focuses on individual and family clients. The firm’s engagement model is fee-based, combining a traditional percentage-of-assets approach with performance-based fee arrangements for select mandates. Advisory activities include discretionary portfolio management for individuals and small businesses, portfolio management for institutional or business clients, and pension consulting services. The firm signals a clear preference for equity exposure as its primary allocative stance and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Cash & Cash Equivalents50%
- Investment Grade Corp Bonds5%
Contacts
3 of 4
Bryan Krause
Managing PartnerCRD 6302707

William Durkin
PartnerCRD 2859057
Charles Krause
Managing PartnerCRD 5346029
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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