|
⚲
|
| MON Capital Management LLC
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|
|
|---|---|
| CRD # | 333785 |
| SEC # | 801-131584 |
| CIK # | |
| AUM | $95.0 M (2026-04-15) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 646-643-5540 |
| Address | 225 East 39th St 34B New York, NY 10016 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 2 | 18.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 76.4 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 95.0 |
| By Discretionary | ||
| Discretionary | 3 | 82.8 |
| Non-Discretionary | 1 | 12.1 |
| Total | 4 | 95.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 95.0 | |
| Total | 4 | 95.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Penserra Global Investors LLC
✚
|
CA | 0.1 |
|
Nosuris Inc
✚
|
NY | 0.1 |
|
Saxon Securities LLC
✚
|
CA | 0.1 |
|
Saddock Wealth LLC
✚
|
TX | 0.1 |
|
Insight Securities Inc
✚
|
IL | 0.1 |
|
Circle N Advisors LLC
✚
|
NY | 0.1 |
|
Luesink Financial Planning LLC
✚
|
NY | 0.1 |
|
Target Rock Wealth Management LLC
✚
|
NY | 0.1 |
|
Henley & Company Wealth Management LLC
✚
|
NY | 0.1 |
|
Statetrust Capital LLC
✚
|
FL | 0.1 |