MONOGRAM CAPITAL MANAGEMENT, L.P.

RIASEC RegisteredEst. 2018
Total AUM
$1.8B
Discretionary
$1.8B
100% of AUM
Avg account
$61.7M
Accounts
29
Employees
11
Advisory reps
2

Firm details

Headquarters
Beverly Hills, California
CRD number
290197
Registered since
April 13, 2018
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles99.83%
  • Other0.1%
  • Charitable Organizations0.08%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Monogram Capital Management, L.P. operates as a private equity–focused limited partnership that primarily serves institutional clients. The firm is organized to sponsor and manage pooled investment vehicles, acting as sponsor, general partner and managing member for the funds it runs. Its advisory work includes portfolio management for individuals and small businesses as well as for pooled investment vehicles. Monogram uses a fee mix that includes a percentage-of-AUM component and performance-based fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser; it has been SEC-registered since 2018.

Assets & Accounts

Public Holdings

Investments & Alternatives

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: Non-Exchange Traded Equities 100%100%
  • Non-Exchange Traded Equities100%

Contacts

2 of 2
  • JARED STEIN

    Co-Founder and PartnerCRD 4833841

  • OLIVER NORDLINGER

    Co-Founder & PartnerCRD 6595174

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Beverly Hills, CA

LOS ANGELES

Location

Beverly Hills, CA

Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
400 N Camden Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth