MONROE CAPITAL PARTNERS, LLC

Overview

Monroe Capital Partners, LLC is a small, independent advisory firm focused on discretionary portfolio management for individuals, families and small businesses. The firm charges a mix of percentage-of-AUM and fixed fees and operates under an individual ownership structure. Its stated investment preference is equities, and the firm allocates the majority of client assets to exchange-traded equities and ETFs for core exposure, while using third‑party managers for select alternative allocations. Monroe Capital Partners does not identify as an active ESG investor and is not structured as a multi‑state adviser. Investment activity centers on building equity‑heavy portfolios supplemented with outside-managed alternative exposures. The firm’s use of external managers for alternatives indicates a preference for delegated expertise in areas outside its in‑house equity work, while annuities, mutual funds and corporate debt appear as complementary building blocks for income and fixed‑income diversification.

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Public Holdings

Investments & Alternatives

Location & Offices