Mon Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated April 15, 2026, reports $95M in regulatory assets under management, 2 employees, and 4 accounts.
Assets Under Management
$95M
Employees
2
Offices
--
Total Clients
<5
Primary office
NEW YORK, NY
225 EAST 39TH ST. #34B, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.0% of total clients.
Top client categories% of clientsClients
1
HNWI
50.0%
2
2
Corporations
50.0%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$95Mas of April 15, 2026
Discretionary87.2%
$83M
87% of total RAUM87.2%
Non-discretionary12.8%
$12M
13% of total RAUM12.8%
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$95M
Total Accounts4
10Y AUM Change+$95M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee2:1
10Y Employee Change+1 (+100.0%)
* 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.