Monhegan Capital Management, LLC

Overview

Monhegan Capital Management, LLC is a small, equity-focused registered advisory firm that acts as a capital allocator for a concentrated book of accounts. The firm provides financial planning, discretionary and non‑discretionary portfolio management for individuals and small businesses, and the selection of other advisers. It charges fees as a percentage of assets under management and is SEC‑registered since 2019. Monhegan displays a clear preference for exchange‑traded equities as the primary building block of portfolios and uses third‑party managers for select alternative exposures. The firm's profile suggests a classic boutique wealth manager approach: concentrated, account‑level relationships with an emphasis on liquid public equities, supplemented by external managers in hedge funds and real estate where the firm seeks diversification or specialized exposure. Monhegan is not an active ESG investor and is organized as a limited liability company under individual ownership.

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Public Holdings

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Location & Offices