MONARCH INVESTMENT MANAGEMENT

Exempt Reporting AdvisorFINRA MemberEst. 2026
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
342343
Registered since
May 1, 2026

Firm profile

FINTRX

Overview

Monarch Investment Management is organized as a limited partnership and is registered with the SEC in 2026. The firm is owned by an individual and is identified in the data as unclassified in its primary business taxonomy. It operates as a sponsor, general partner and managing member of pooled investment vehicles, indicating the firm’s principal activity centers on running pooled private funds rather than acting as a broad capital allocator or multi-state advisory platform. The data flagging shows Monarch is not an active ESG investor, not a multi-state adviser, and is not identified as a pension consultant or related adviser. Fee structure, client segmentation and specific advisory activities are not provided in the source data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • LI BOYNTON

    CRD 6358085

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

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
780 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth