Monarch is an SEC registered investment adviser organized as a limited partnership with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $16.7B in regulatory assets under management, 107 employees, 4 offices, and 43 accounts.
Assets Under Management
$16.7B
Employees
107
Offices
4 offices
Total Clients
62
Primary office
NEW YORK, NY
535 MADISON AVENUE, 22 FL, NEW YORK, NY, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
62
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$16.7Bas of March 31, 2026
Discretionary96.9%
$16.2B
97% of total RAUM96.9%
Non-discretionary3.1%
$513M
3% of total RAUM3.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$16.7B
Total Accounts43
10Y AUM Change+$11.1B (+201.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees107
Clients per Employee1:1
10Y Employee Change+42 (+64.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.