MON CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2024

Total AUM

$95M

Discretionary

$82.8M

87% of AUM

Avg account

$23.7M

Accounts

Employees

Advisory reps

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 / Businesses80.44%
HNWI19.56%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

MON Capital Management LLC is a small, SEC‑registered investment adviser (registered in 2024) organized as an LLC and owned by an individual. The firm serves both high‑net‑worth individuals and families as well as institutional clients, offering portfolio management for individuals, small businesses and institutions, and pension consulting. Its fee arrangements include percentage‑of‑AUM charges and fixed fees. MON Capital reports it is not an active ESG investor and is not structured as a multi‑state adviser. The firm's business model appears focused on discretionary portfolio management alongside select non‑discretionary advisory work and consulting for pension plans. Given the ownership type and client mix, the adviser likely works closely with a small number of sizable relationships rather than a broad retail clientele.