MONCAP HOLDINGS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOULDER, Colorado
CRD number
319357

Firm profile

FINTRX

Overview

Moncap Holdings, LLC is structured as a privately held limited liability company that functions primarily as a sponsor and manager of private funds rather than as a traditional advisory firm with retail or institutional advisory accounts. The firm’s documented activity centers on pooled venture capital vehicles, indicating a manager-focused allocation approach: raising, operating and deploying capital into privately held companies. Given the concentration in venture capital, the organization’s investment orientation is toward equity stakes in early- to growth-stage companies, with the attendant emphasis on illiquidity, active portfolio management and follow-on financing patterns typical of VC sponsors. The entity’s owner-type is listed as an individual owner-operator model, suggesting decisions and fund strategy are likely centralized rather than distributed across a large partnership. There is no evidence of a client-facing advisory business with retail accounts; instead the business appears to be organized around fund administration and capital formation for private investments.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • JONATHAN SOCKOL

    Sole OwnerCRD 5519346

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

BOULDER, CO

BOULDER

Location

BOULDER, CO

Headquartered in BOULDER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
BOULDER
Address
3065 Center Green Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth