MON CAPITAL MANAGEMENT LLC

CRD 333785File 801-131584

APPROVED

Retail clients

Filing as of Apr 15, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$95.0M

Bottom 25% of cohort (national)

Discretionary AUM

$82.8M

Non-discretionary $12.1M

Clients

4 accounts

Employees

Bottom 25% of cohort in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Dec 9, 2024
Principal office: 225 EAST 39TH ST. #34B, NEW YORK, NY, 10016
Phone: 6466435540
Website: Not reported

Assets & accounts

ADV Item 5F

Total regulatory AUM: $95.0M
Discretionary AUM: $82.8M
Non-discretionary AUM: $12.1M
Discretionary accounts: 3
Non-discretionary accounts: 1
Total accounts: 4
AUM per client: $23.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$76.4M
High net worth individuals	Fewer than 5	$18.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	1	2	increased by1
Apr 1, 2026	AUM	$107,419,261	$94,969,868	decreased by$12,449,393
May 1, 2025	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “MON CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MON 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.