BEVERLY HILLS, CACRD 290197Latest ADV March 26, 2026
Monogram Capital Management, L.P. is an SEC registered investment adviser organized as a limited partnership with a primary office location in Beverly Hills, CA. Its latest Form ADV filing, dated March 26, 2026, reports $1.8B in regulatory assets under management, 11 employees, and 29 accounts.
Assets Under Management
$1.8B
Employees
11
Offices
--
Total Clients
29
Primary office
BEVERLY HILLS, CA
400 N CAMDEN DRIVE, SUITE 300, BEVERLY HILLS, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 93.1% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
93.1%
27
2
Charitable
3.4%
1
3
VC LLC
3.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.8Bas of March 26, 2026
Discretionary99.8%
$1.8B
100% of total RAUM99.8%
Non-discretionary0.2%
$3M
0% of total RAUM0.2%
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$1.8B
Total Accounts29
10Y AUM Change+$1.6B (+979.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee3:1
10Y Employee Change+7 (+175.0%)
* 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.