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MONOGRAM CAPITAL MANAGEMENT, L.P.
CRD 290197File 801-112824
APPROVED
Custody
Filing as of Jun 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.79B
Top 25% of cohort (national)
Discretionary AUM
$1.79B
Non-discretionary $3.1M
Clients
28
29 accounts
Employees
11
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 13, 2018
- Principal office
- 400 N CAMDEN DRIVE, SUITE 300, BEVERLY HILLS, CA, 90210
- Phone
- 310-229-2460
- Website
- HTTP://MONOGRAMCAPITAL.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.79B
- Discretionary AUM
- $1.79B
- Non-discretionary AUM
- $3.1M
- Discretionary accounts
- 27
- Non-discretionary accounts
- 2
- Total accounts
- 29
- AUM per client
- $63.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.4M |
| Pooled investment vehicles | 27 | $1.79B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — MONITORING FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 29 | 28 | decreased by1 |
| Apr 1, 2026 | Employees | 12 | 11 | decreased by1 |
| Apr 1, 2026 | Clients | 21 | 29 | increased by8 |
| Apr 1, 2026 | AUM | $1,168,497,398 | $1,788,346,273 | increased by$619,848,875 |
| Apr 1, 2026 | Accounts | 21 | 29 | increased by8 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $1,094,765,523 | $1,168,497,398 | increased by$73,731,875 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 12 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 16 | 21 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $748,740,043 | $1,094,765,523 | increased by$346,025,480 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 16 | 21 | increased by5 |
| Jun 1, 2022 | AUM | $798,932,286 | $748,740,043 | decreased by$50,192,243 |
| Apr 1, 2022 | Employees | 9 | 10 | increased by1 |
| Apr 1, 2022 | Clients | 14 | 16 | increased by2 |
| Apr 1, 2022 | AUM | $465,135,640 | $798,932,286 | increased by$333,796,646 |
| Apr 1, 2022 | Accounts | 14 | 16 | increased by2 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MONOGRAM CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MONOGRAM CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.