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MONOGRAM CAPITAL MANAGEMENT, L.P.
CRD 290197File 801-112824
APPROVED
Custody
Filing as of Jun 2, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 29 | 28 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.