AdvisorCensus / Financial advisors / California / Los Angeles / Monarch Collective
Monarch Collective
Filed as MONARCH COLLECTIVE · Legal name Monarch Collective Fund Management, LP
Monarch Collective is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 2, 2026.
Quick answers
From the filingHow is Monarch Collective compensated?
On its Form ADV (Item 5.E, October 2026), Monarch Collective reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Monarch Collective located?
Monarch Collective's principal office is in Los Angeles, CA, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Monarch Collective registered with the SEC or a state?
Monarch Collective is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 326408.
How much does Monarch Collective manage?
Monarch Collective reports $252,049,738 in regulatory assets under management in its Form ADV filing dated July 2, 2026 (100% discretionary).
What types of clients does Monarch Collective serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).
Does Monarch Collective report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/326408
What changed in Monarch Collective's recent Form ADV filings?
In the July 2026 filing data: Added an office in New York, NY. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated June 29, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$252,049,738 as of October 2026, filing dated July 2, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Legal name
- Monarch Collective Fund Management, LP
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 6. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the August 2026 filing
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $252,049,738 | 6 | July 2, 2026 |
| October 2025 | Not reported | Not reported | April 17, 2025 |
| October 2024 | Not reported | Not reported | January 24, 2024 |
| October 2023 | Not reported | Not reported | May 17, 2023 |
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- July 2026
- Added an office in New York, NY.
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Monarch Collective (CRD 326408): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/monarch-collective-los-angeles-ca-326408