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| Keyboard |
| Monhegan Capital Management LLC
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|---|---|
| CRD # | 304428 |
| SEC # | 801-116894 |
| CIK # | |
| AUM | 356.0 M (2026-03-31) |
| 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 | 188.0 |
| (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 | 168.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 26 | 356.0 |
| By Discretionary | ||
| Discretionary | 18 | 51.4 |
| Non-Discretionary | 8 | 304.6 |
| Total | 26 | 356.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 356.0 | |
| Total | 26 | 356.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Carnegie Wealth Management LLC
✚
|
PA | 357.1 M |
|
Capstone Wealth Management Group LLC
✚
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PA | 356.1 M |
|
Split Rock Private Trading and Wealth Management LLC
✚
|
MN | 356.1 M |
|
Lifegoal Investments LLC
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356.0 M | |
|
Argyle Capital Management LLC
✚
|
PA | 355.7 M |
|
Stone Oak Wealth Management LLC
✚
|
TX | 355.6 M |
|
Griffin Black LLC
✚
|
CA | 355.5 M |
|
Harrington Investments Incorporated
✚
|
CA | 355.2 M |
|
Financial Planning Navigators Corp
✚
|
MN | 355.1 M |
|
Clay Northam Wealth Management LLC
✚
|
CA | 354.9 M |