Monadnock Capital Partners, LLC

RIASEC Registered
Total AUM
$50.1M
Discretionary
$50.1M
100% of AUM
Avg account
$2.4M
Accounts
21
Employees
4
Advisory reps
4

Firm details

Headquarters
,
CRD number
144176
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Cash & Cash Equivalents 50%, Investment Grade Corp Bonds 5%50%
  • Exchange Traded Equities50%
  • Cash & Cash Equivalents50%
  • Investment Grade Corp Bonds5%

Contacts

3 of 4
  • Bryan Krause

    Bryan Krause

    Managing PartnerCRD 6302707

  • William Durkin

    William Durkin

    PartnerCRD 2859057

  • Charles Krause

    Charles Krause

    Managing PartnerCRD 5346029

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth