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- Custodian
- Fidelity/NFS ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Oak
- Established Date
- 05-01-2019
- Office Locations
- 1
Office Locations
About Monhegan Capital Management, LLC
Monhegan Capital Management is a multi-family office delivering comprehensive financial management for a select group of ultra-high-net-worth families and their closely held businesses, private trust companies, and family foundations. The team combines planning (tax, estate, charitable, insurance) with portfolio construction, with ETF-centric allocations complemented by municipal bonds. Custody commonly via Fidelity/NFS and J.P. Morgan.
Team overview
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Client Personas
Investment Themes
Investment Vehicles
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Owner & Executives
Hilary Helene Thompson
Agent, Chief Compliance Officer, FOUNDER
- CRD
- --
- Ownership
- 50% but less than 75%
PHILIP ANDREW THOMPSON
Chief Executive Officer, FOUNDER, Investment Advisor Representative
- CRD
- #6288457
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,446,304 | $2,858,128 |
| Non-Discretionary | $304,561,450 | $38,070,181 |
| Total | $356,007,754 | $13,692,606 |
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Separately Managed Accounts
Total SMA Asset: $356,007,754
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $805,870,021 | 24.1% |
| Municipal Bonds | $869,403,343 | 26.0% |
| Other | $451,420,966 | 13.5% |
| Cash | $411,294,658 | 12.3% |
| Corporate - Investment Grade | $595,206,904 | 17.8% |
| U.S. Government/Agency | $210,663,118 | 6.3% |
| Total | $3,343,859,010 | 100.0% |