MONOGRAM CAPITAL MANAGEMENT, L.P.
Firm details
- Headquarters
- Beverly Hills, California
- CRD number
- 290197
- Registered since
- April 13, 2018
- Website
- monogramcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles99.83%
- Other0.1%
- Charitable Organizations0.08%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Monogram Capital Management, L.P. operates as a private equity–focused limited partnership that primarily serves institutional clients. The firm is organized to sponsor and manage pooled investment vehicles, acting as sponsor, general partner and managing member for the funds it runs. Its advisory work includes portfolio management for individuals and small businesses as well as for pooled investment vehicles. Monogram uses a fee mix that includes a percentage-of-AUM component and performance-based fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser; it has been SEC-registered since 2018.
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
- Non-Exchange Traded Equities100%
Contacts
2 of 2JARED STEIN
Co-Founder and PartnerCRD 4833841
OLIVER NORDLINGER
Co-Founder & PartnerCRD 6595174
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Beverly Hills, CA
LOS ANGELES
Location
Beverly Hills, CA
Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 400 N Camden Dr
- Time zone
- PT (UTC-8)
- Office locations
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