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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Monhegan Capital Management LLC
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|---|---|
| CRD # | 304428 |
| SEC # | 801-116894 |
| CIK # | |
| AUM | $293.9 M (2025-02-13) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 203-424-0656 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($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) | 0 | 152.7 |
| (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 | 141.1 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 23 | 293.9 |
| By Discretionary | ||
| Discretionary | 15 | 29.9 |
| Non-Discretionary | 8 | 264.0 |
| Total | 23 | 293.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 293.9 | |
| Total | 23 | 293.9 |
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|---|---|---|
|
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✚
|
GA | 0.3 |
|
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CO | 0.3 |
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CT | 0.3 |
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Upstart Wealth Management LLC
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0.3 | |
|
AP Wealth Management LLC
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|
Personal Financial Profiles Inc
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|
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|
ME | 0.3 |
|
NWM Advisors LLC
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|
CA | 0.3 |
|
Centerline Wealth Advisors LLC
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|
KY | 0.3 |
|
Post Resch Tallon Group Inc
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|
NY | 0.3 |