M
$44.0M Total AUM
$44.0M Disc. AUM
-- 3Y CAGR
2 Employees
31 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Comerica Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-10-2006
- Office Locations
- 1
Office Locations
49 S Main ST Albany TX
About Monument Investments Inc.
Monument Group is an independent, partner-owned global capital advisory firm that serves as a placement agent for private markets general partners raising capital from institutional investors. It also advises limited partners on secondary liquidity and portfolio objectives and supports GP-led continuation funds, tender offers, and structured solutions. Known for hands-on work on select, non-competing assignments.
Team overview
-- AVG AGE
$44.0M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
20 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
Available
Owner & Executives
J
JAY PAUL HAMILTON
Chief Compliance Officer, Owner, President
- CRD
- #2736629
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,041,627 | $473,127 |
| Non-Discretionary | $0 | $882,399 |
| Total | $44,041,627 | $499,704 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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