Data / Investment advisers / California / Monogram Capital Management, L.P.
Monogram Capital Management, L.P., Beverly Hills, CA: $1.8 billion AUM, SEC registered investment adviser
Monogram Capital Management, L.P. is an SEC registered investment adviser with its main office in Beverly Hills, California and reports $1.8 billion in regulatory assets under management in its Form ADV filed June 2, 2026. Its clients include pooled investment vehicles and charitable organizations. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 27 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 290197
- SEC file number
- 801-112824
- SEC status
- Approved, effective April 13, 2018
- Main office
- 400 N Camden Drive Suite 300, Beverly Hills, CA 90210
- Phone
- (310) 229-2460
- Website
- monogramcapital.com
- Regulatory AUM
- $1,788,346,273 in the Form ADV filed June 2, 2026
- Discretionary AUM
- $1,785,218,066
- Non discretionary AUM
- $3,128,207
- Accounts
- 29
- Employees
- 11, of which 11 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 27: 27 private equity funds
- Gross assets of private funds
- $1,514,779,706
- Umbrella registration
- 2 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 2, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 27 | $1.79 billion |
| Charitable organizations | 1 | $1.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.79 billion | March 26, 2026 |
| December 1, 2025 | $1.17 billion | September 24, 2025 |
Other advisers in Beverly Hills
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Mozaic, LLC | Beverly Hills | $3.64 billion | Not listed | adviserinfo.sec.gov |
| Gobi Capital LLC | Beverly Hills | $2.69 billion | 3 | adviserinfo.sec.gov |
| Checchi Capital Advisers, LLC | Beverly Hills | $2.59 billion | Not listed | adviserinfo.sec.gov |
| Grant Tani Barash & Altman, LLC | Beverly Hills | $2.28 billion | Not listed | adviserinfo.sec.gov |
| Joel R. Mogy Investment Counsel Inc. | Beverly Hills | $2.18 billion | Not listed | adviserinfo.sec.gov |
| Levine Leichtman Strategic Capital, LLC | Beverly Hills | $1.50 billion | Not listed | adviserinfo.sec.gov |
| Elyxium Wealth LLC | Beverly Hills | $1.39 billion | 1 | adviserinfo.sec.gov |
| Cheviot Value Management, LLC | Beverly Hills | $1.17 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Beverly Hills, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving charitable organizations
- Advisers that manage private funds
- Monogram Capital Management, L.P. on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.