Monarch Partners Asset Management LLC

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Assets, Funds, Holdings

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Monarch Partners Asset Management LLC
CRD #152727
SEC #801-71007
CIK #0001568555
AUM
Employees 7 (57% Investors, 0% Brokers)
Phone617-419-2200
Address77 Sleeper Street
Boston, MA 02210
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
1300104078052026002010201520202025
Sector Form 13F Holdings Value ($M)
Leonardo DRS Inc 6.9
Modine Manufacturing Co 6.6
Universal Technical Institute Inc 6.3
Silicom Ltd 6.2
Andina Acquisition Corp 5.7
Tejon Ranch Co 5.1
Franklin Covey Co 5.0
Caretrust REIT Inc 4.9
Ultra Clean Holdings Inc 4.8
Powell Industries Inc 4.7
View All
Holdings by Sector ($M)
120096072048024002011201620212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 2 2.9
(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 1 37.2
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 2 57.8
(i) State or municipal government entities 4 202.3
(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 5 41.1
(n) Other 1 4.2
Total 15 345.5
By Discretionary
Discretionary 15 345.5
Non-Discretionary 0 0.0
Total 15 345.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 345.5
Total 15 345.5
Limited Partners2011 - 2026
Teachers' Retirement System of the City of New York
EDGAR Form CIK 2011 - 2026
13F-HR [0001568555]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional
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