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Building 2MONASHEE INVESTMENT MANAGEMENT, LLC

Map pinBOSTON, MA
Phone617-671-0048
NotebookSEC #801-79936
Total AUM
$1.9B
Employees
13
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
75 PARK PLAZA
4TH FLOOR
BOSTON
MA 02116
United States
Operating Hours
8:00 - 5:00 EST
Monday - Friday
Phone
617-671-0048
Other Offices
2

ReceiptFinancials

Total AUM
$1.9B
Accounts
12
Discretionary
$1.9B
Accounts
12
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
5
AUM
$689.2M
Pension/Profit Sharing Plan Clients
1
AUM
$647.2M
Charitable Organization Clients
1
AUM
$439.8M
Corporation or Business Clients
1
AUM
$80M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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