MONOGRAM CAPITAL MANAGEMENT, L.P.

400 N Camden Drive
Suite 300
Beverly Hills, California 90210
Tel: 310-229-2460

About MONOGRAM CAPITAL MANAGEMENT, L.P.

MONOGRAM CAPITAL MANAGEMENT, LP, formally registered with the SEC as MONOGRAM CAPITAL MANAGEMENT, LP. The firm was established in 04/13/2018. They have over 1 offices throughout the country.

MONOGRAM CAPITAL MANAGEMENT, L.P. is a Beverly Hills, California based Financial Planning firm with nearly $862,929,944 assets under management, offering retirement planning & investment advisory services to 17 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	290197
SEC#	801-112824
Assets Managed by Firm	$862,929,944
No. of Clients	17
No. of Advisors	11

Fee Structure

A percentage of AUM
Performance Based
Other (MONITORING FEES)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	17	$862,929,944
Charitable organizations	1	$1,417,463

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