MONASHEE INVESTMENT MANAGEMENT, LLC

75 Park Plaza
4th Floor
Boston, Massachusetts 02116
Tel: 617-671-0048

About MONASHEE INVESTMENT MANAGEMENT, LLC

MONASHEE INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as MONASHEE INVESTMENT MANAGEMENT, LLC. The firm was established in 06/20/2014. They have over 3 offices throughout the country.

MONASHEE INVESTMENT MANAGEMENT, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $1,923,109,292 assets under management, offering retirement planning & investment advisory services to 17 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	163148
SEC#	801-79936
Assets Managed by Firm	$1,923,109,292
No. of Clients	17
No. of Advisors	15

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	17	$1,923,109,292
Pension and profit sharing plans	3	$493,431,167
Charitable organizations	Fewer than 5 clients	$124,961,285
Corporations or other businesses	Fewer than 5 clients	$80,000,000

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