# 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.

- CRD: 290197
- Filed as: MONOGRAM CAPITAL MANAGEMENT, L.P.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Beverly Hills, CA
- Filing period: October 2026
- Form ADV filing dated: June 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/290197
- AdvisorCensus page: https://advisorcensus.com/firm/monogram-capital-management-l-p-beverly-hills-ca-290197

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $1,788,346,273
- Discretionary: $1,785,218,066
- Non-discretionary: $3,128,207

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 27 | $1,785,218,066 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $1,417,464 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 1 | $1,710,743 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 11 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [monogramcapital.com](https://monogramcapital.com)
- LinkedIn @MONOGRAM-CAPITAL-PARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $465,135,640 | 9 | May 13, 2021 |
| October 2022 | $748,740,043 | 10 | May 27, 2022 |
| October 2023 | $787,202,464 | 12 | May 10, 2023 |
| October 2024 | $862,929,944 | 11 | July 18, 2024 |
| October 2025 | $1,094,765,523 | 12 | March 31, 2025 |
| October 2026 | $1,788,346,273 | 11 | June 2, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Monogram Capital Management, L.P. (CRD 290197): Form ADV filing data as of October 2026.