Monogram Capital Management, L.P
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Overview
Monogram Capital Management, L.P is a financial advisory company based in Beverly Hills, California. Monogram Capital Management, L.P administers $787.2 million in total assets throughout 18 accounts, making it one of the larger firms in the United States by assets under management (AUM). The firm has a small group, including 10 financial advisors. Monogram Capital Management, L.P does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are tradable fiscal investments like bonds, equities and options.
Monogram Capital Management, L.P oversees more than half of its client assets on a discretionary basis. Discretionary management signifies that buy and sell decisions for the client's account are made by a portfolio manager without needing to seek client authorization. The firm also administers two non-discretionary accounts totaling $3.1 million in assets under management. The firm manages an average of $43.7 million in assets for every client account. The average advisor at Monogram Capital Management, L.P administers about two client accounts, making it one of the most individualized advisor firms in the country.
Monogram Capital Management, L.P's main office is at 400 N Camden Drive, Beverly Hills, California 90210. The firm is allowed to provide services to investors in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Monogram Capital Management, L.P by the Numbers
$787.2 million
12
18
$43.7 million
Fee Structure
Fees for financial advice largely vary depending on which services are provided. However, fees billed by the company most likely are comprised of the following fee types: asset-based, performance-based or other. Monogram Capital Management, L.P does not provide a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
Monogram Capital Management, L.P provides services to pooled investment vehicles, charitable organizations and other. Out of its 18 clients, Monogram Capital Management, L.P's largest client type by number of accounts is pooled investment vehicles. None of the firm's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 94.44%
- Charitable Organizations - 5.56%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Monogram Capital Management, L.P does not have any disclosures.
Please visit its Form ADV for more details.
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