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Building 2MONARCH PARTNERS ASSET MANAGEMENT LLC

Map pinBOSTON, MA
Phone617-419-2200
NotebookSEC #801-71007
Total AUM
$345.5M
Employees
7
Clients
15

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
77 SLEEPER STREET
BOSTON
MA 02210
United States
Operating Hours
9 A.M. - 5 P.M.
Monday - Friday
Phone
617-419-2200

ReceiptFinancials

Total AUM
$345.5M
Accounts
15
Discretionary
$345.5M
Accounts
15
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
2
AUM
$2.9M
Pooled Vehicle Clients
1
AUM
$37.2M
Charitable Organization Clients
2
AUM
$57.8M
Government Entity Clients
4
AUM
$202.3M
Corporation or Business Clients
5
AUM
$41.1M
Other Clients
1
AUM
$4.2M
Description of Other Clients
ENDOWMENT

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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