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Monadnock Capital Partners, LLC

Monadnock Capital Partners, LLC. CRD 144176

Monadnock Capital Partners, LLC logo

CRD: 144176

Monadnock Capital Partners, LLC

$50.1M Total AUM
$50.1M Disc. AUM
-- 3Y CAGR
4 Employees
42 ADV. Clients
18 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Deutsche Bank · State Street
Clients
Retail
Platforms
Available
Established Date
07-30-2007
Office Locations
2

Office Locations

2345 Washington Street Newton MA
-- Peterborough NH

About Monadnock Capital Partners, LLC

Monadnock Capital Partners (founded 2007) is an independent investment manager serving client partners with concentrated, long-term equity portfolios built from proprietary fundamental research and disciplined risk and valuation frameworks. The team averages 20+ years’ experience, including a managing partner who previously managed a $15B equity portfolio at BlackRock. Portfolios are sector-diversified and supported by the firm’s proprietary Monadnock Macro Model (M3) risk overlay; partners invest alongside clients.

Team overview

55 AVG AGE
$12.5M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
11.1 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
18yrs Firm Age

Insights

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Asset Classes

Available

Client Personas

Available

Custodian

Available

Fund Managers

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

B

BRYAN HARRISON KRAUSE

Chief Compliance Officer, Managing Partner, Partner

CRD
#6302707
Ownership
25% but less than 50%
Available
Available
Available
C

CHARLES KRAUSE

Managing Partner

CRD
#5346029
Ownership
25% but less than 50%
Available
Available
Available

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Contacts

W

William Durkin

Partner

CRD
#2859057
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $50,145,158 --
Non-Discretionary $0 --
Total $50,145,158 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Cash:
Available
Equity - Exchange:
Available
Corporate - Investment Grade:
Available
Asset class Assets Assets %
Cash Available Available
Equity - Exchange Available Available
Corporate - Investment Grade Available Available
Total Available Available

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