MONOGRAPH CAPITAL ADVISORS, L.P.
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 315988
- Registered since
- August 16, 2021
Firm profile
FINTRXOverview
Monograph Capital Advisors, L.P. is organized as a limited partnership and registered with the SEC in 2021. Ownership is a mix of a domestic entity and an individual. The firm’s public profile classifies it as unclassified and indicates it is not registered as a capital allocator. Monograph does not identify as an active ESG investor, is not a multi-state adviser, and is not recorded as a related adviser to another firm. Its regulatory/operational footprint includes roles beyond a traditional investment adviser.
Assets & Accounts
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
Owners & executives
2 of 2DANIEL SCHWARZ
Chief Financial OfficerCRD 7085135
MICHAEL LAGATTA
Partner and COOCRD 6776790
Contacts
1 of 1FRED COHEN
Partner & ChairmanCRD 5794230
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 1070 Maryland St
- Time zone
- PT (UTC-8)
- Office locations
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