Monarch

RIASEC RegisteredEst. 2012

Total AUM

$16.7B

Discretionary

$16.2B

97% of AUM

Avg account

$388M

Accounts

43

Employees

107

Advisory reps

8

Firm details

Headquarters: New York, New York
CRD number: 159465
Registered since: January 3, 2012
Website: www.monarchlp.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles99.41%
Other Investment Advisers0.59%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Monarch is organized as a limited partnership and operates as a hedge fund manager serving institutional clients. The firm is SEC-registered (since 2012) and functions in both portfolio management for pooled investment vehicles and portfolio management for businesses or institutions. Monarch performs CPO/CTA activities and also sponsors and acts as a general partner/managing member for pooled vehicles it runs. Its revenue model combines a percentage-of-AUM fee with performance-based fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Other100%

Owners & executives

3 of 3

Adam Sklar
Co-Chief Investment OfficerCRD 6017734
Ronen Voloshin
General Counsel and Chief Compliance OfficerCRD 5997717
Michael Weinstock
Chief Executive OfficerCRD 1389494

Contacts

3 of 5

Christopher Santana
Co-Founder & Co-Portfolio ManagerCRD 3002225
Colin Daniels
General CounselCRD 7895007
Stacey Maman
Managing PrincipalCRD 3246016

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: New York
Address: 535 Madison Ave
Time zone: ET (UTC-5)
Office locations

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