CRD: 168275
Monroe Capital Partners, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-12-2013
- Office Locations
- 1
Office Locations
About Monroe Capital Partners, LLC
Monroe Capital Partners is an independent private wealth manager providing advisory and asset management for affluent families, nonprofits, and endowments. The firm builds highly customized portfolios using a disciplined process and an open-architecture approach with no proprietary products. Public filings indicate a strong ETF orientation alongside cash and fixed income exposures, and the firm works with major custodians such as Schwab.
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Client Personas
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Investment Themes
Investment Vehicles
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Services
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Owner & Executives
JOHN MARK MONROE
Chief Compliance Officer, President
- CRD
- #2003487
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,631,719 | -- |
| Non-Discretionary | $0 | -- |
| Total | $93,631,719 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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