MON Capital Management LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 333785
- Registered since
- December 9, 2024
- Custodians
- UBS FINANCIAL SERVICES INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Corporations / Businesses79.36%
- HNWI20.64%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
MON Capital Management LLC is a privately held LLC that registered with the SEC in 2024. The firm serves both high-net-worth individuals and institutional clients, offering portfolio management for individuals/small businesses and for businesses or institutions, along with pension consulting services. Ownership is listed as an individual, and the firm does not operate as a capital allocator; instead it relies on outside managers and products to implement client strategies. Fees are charged as a percentage of assets under management and via fixed fees.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities32%
- Public Funds/Mutual Funds25%
- Non-Exchange Traded Equities13%
- Private Funds10%
- Cash & Cash Equivalents9%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 225 E 39th St
- Time zone
- ET (UTC-5)
- Office locations
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