AdvisorCensus / Financial advisors / California / Los Angeles / Monogram Capital Management, L.P.
Monogram Capital Management, L.P. is an SEC-registered investment advisory firm in Beverly Hills, CA, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 2, 2026.
Quick answers
From the filingHow is Monogram Capital Management, L.P. compensated?
On its Form ADV (Item 5.E, October 2026), Monogram Capital Management, L.P. reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Monogram Capital Management, L.P. located?
Monogram Capital Management, L.P.'s principal office is in Beverly Hills, CA, according to its Form ADV.
Is Monogram Capital Management, L.P. registered with the SEC or a state?
Monogram Capital Management, L.P. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 290197.
How much does Monogram Capital Management, L.P. manage?
Monogram Capital Management, L.P. reports $1,788,346,273 in regulatory assets under management in its Form ADV filing dated June 2, 2026 (100% discretionary).
How have Monogram Capital Management, L.P.'s assets and staff changed since 2021?
In the Form ADV data for Monogram Capital Management, L.P.: Regulatory assets under management: $465,135,640 in the October 2021 data and $1,788,346,273 in the October 2026 data, up 284%. Total employees: 9 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Monogram Capital Management, L.P. serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (27); charitable organizations (1); other (1).
Does Monogram Capital Management, L.P. 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/290197
What changed in Monogram Capital Management, L.P.'s recent Form ADV filings?
In the July 2026 filing data: 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
- Other
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 March 26, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$1,788,346,273 as of October 2026, filing dated June 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 individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2018 (8 years)
- Employees
- Total: 11. Performing investment advisory functions: 11.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
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 | $1,788,346,273 | 11 | June 2, 2026 |
| October 2025 | $1,094,765,523 | 12 | March 31, 2025 |
| October 2024 | $862,929,944 | 11 | July 18, 2024 |
| October 2023 | $787,202,464 | 12 | May 10, 2023 |
| October 2022 | $748,740,043 | 10 | May 27, 2022 |
| October 2021 | $465,135,640 | 9 | May 13, 2021 |
Regulatory assets under management: $465,135,640 in the October 2021 data and $1,788,346,273 in the October 2026 data, up 284%.
Total employees: 9 in October 2021 and 11 in October 2026.
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
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Employees performing advisory functions went from 10 to 11.
- Regulatory assets under management went from $1,168,497,398 to $1,788,346,273 (+53%).
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. Monogram Capital Management, L.P. (CRD 290197): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/monogram-capital-management-l-p-beverly-hills-ca-290197