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Private equityFirmbuyoutlower middle market

Monogram Capital Management, L.P.

Private Equity

Beverly Hills, CA

We are passionate about consumer and retail companies. We provide capital, strategic guidance and operational expertise to empower management teams to reach their full potential.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:cb47352e-ba26-48ce-bb12-8f3c0b3c107b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 18, 2026, 11:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 26
Dated events: 25
On other graphs: 2
Observed: Sep 13, 2026 to Sep 15, 2026
32 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Monogram Capital Management, L.P.

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

MONOGRAM CAPITAL MANAGEMENT, L.P.

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 19
PE funds: 18
Vintages: 2018 to 2024
PE GAV, 2024 filing: $801Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $863M
Investments: 3
Active investments: 2
Size band: LOWER MIDDLE MARKETderivedproxy: $0.80bn Private Equity Fund GAV on the Form ADV filed 2024-07-18
Stated sectors: distribution,transportation_logistics
Latest ADV filing: Jul 18, 2024
Employees (ADV): 11
Website: monogramcapital.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Monogram Country Road Co-Invest Holdings II, LP	2024	Unknown	Private Equity Fund	n/a	$12.3M
Monogram Country Road Co-Invest Holdings, LP	2023	Early deployment	Private Equity Fund	n/a	$4.0M
Monogram Country Archer Holdings V, LLC	2023	Early deployment	Private Equity Fund	n/a	$33.5M
Monogram Capital Partners II P.V., L.P.	2022	Unknown	Private Equity Fund	n/a	$31.2M
Monogram Dig Inn Holdings III, LLC	2022	Unknown	Private Equity Fund	n/a	$7.6M
Monogram Capital Partners II, LP	2021	Active deployment	Private Equity Fund	n/a	$239M
Monogram Country Archer Holdings IV, LLC	2020	Active deployment	Private Equity Fund	n/a	$25.0M
Monogram Country Archer Holdings III, LLC	2019	Active deployment	Private Equity Fund	n/a	$23.5M
Monogram Healthy Spot Holdings II, LLC	2018	Wound down	Private Equity Fund	n/a	$0
Monogram Country Archer Holdings, LLC	2018	Unknown	Private Equity Fund	n/a	$30.3M
Monogram Dig Inn Holdings II, LLC	2018	Mature	Private Equity Fund	n/a	$2.0M
Monogram Country Archer Holdings II, LLC	2018	Unknown	Private Equity Fund	n/a	$26.7M
Monogram Tps Holdings, LLC	2018	Harvest	Private Equity Fund	n/a	$431,759
Monogram Atlantic Co-Invest, L.P	2018	Unknown	Private Equity Fund	n/a	$25.2M
C Equity Holdings, LLC	2018	Wound down	Private Equity Fund	n/a	$22,857
Monogram Dig Inn Holdings, LLC	2018	Unknown	Private Equity Fund	n/a	$176,232
Monogram Healthy Spot Holdings, LLC	2018	Wound down	Private Equity Fund	n/a	$0
Monogram Capital Partners I, L.P.	n/a	Mature	Private Equity Fund	n/a	$340M
Monogram Fund III	n/a	Unknown	n/a	n/a	n/a

Investments

Company	State	Role	Control	Invested	Exited	Status
Foris Solutions	n/a	Add on	control	Feb 5, 2026	n/a	active
Precision Door Tri-State	n/a	platform	unknown	n/a	n/a	active
Smile2impress	n/a	unknown	unknown	n/a	n/a	unknown

Relationships

Manages (19)

→ Monogram Fund IIIFund
factNews and newswire
→ Monogram Tps Holdings, LLCFundPrivate Equity Fund
Mar 13, 2018 to presentfactForm ADV
→ Monogram Dig Inn Holdings II, LLCFundPrivate Equity Fund
Mar 13, 2018 to presentfactForm ADV
→ Monogram Dig Inn Holdings, LLCFundPrivate Equity Fund
Mar 13, 2018 to presentfactForm ADV
→ Monogram Country Archer Holdings II, LLCFundPrivate Equity Fund
Mar 13, 2018 to presentfactForm ADV
→ Monogram Country Archer Holdings, LLCFundPrivate Equity Fund
Mar 13, 2018 to presentfactForm ADV
→ Monogram Healthy Spot Holdings, LLCFundPrivate Equity Fund
Mar 13, 2018 to presentfactForm ADV
→ Monogram Healthy Spot Holdings II, LLCFundPrivate Equity Fund
Mar 13, 2018 to presentfactForm ADV
→ C Equity Holdings, LLCFundPrivate Equity Fund
Mar 13, 2018 to presentfactForm ADV
→ Monogram Atlantic Co-Invest, L.PFundPrivate Equity Fund
Mar 13, 2018 to presentfactForm ADV
→ Monogram Country Archer Holdings III, LLCFundPrivate Equity Fund
Mar 29, 2019 to presentfactForm ADV
→ Monogram Country Archer Holdings IV, LLCFundPrivate Equity Fund
Mar 26, 2020 to presentfactForm ADV
→ Monogram Capital Partners II, LPFundPrivate Equity Fund
Mar 31, 2021 to presentfactForm ADV
→ Monogram Capital Partners II P.V., L.P.FundPrivate Equity Fund
Mar 31, 2022 to presentfactForm ADV
→ Monogram Dig Inn Holdings III, LLCFundPrivate Equity Fund
Mar 31, 2022 to presentfactForm ADV
→ Monogram Country Road Co-Invest Holdings, LPFundPrivate Equity Fund
Mar 30, 2023 to presentfactForm ADV
→ Monogram Country Archer Holdings V, LLCFundPrivate Equity Fund
Mar 30, 2023 to presentfactForm ADV
→ Monogram Country Road Co-Invest Holdings II, LPFundPrivate Equity Fund
Mar 8, 2024 to presentfactForm ADV
→ Monogram Capital Partners I, L.P.FundPrivate Equity Fund
Sep 26, 2017 to presentfactForm ADV

Executive of (1)

← Jared SteinPersonPartner
factNews and newswire

Invested in (3)

→ Smile2impressCompanyunknown
factThe subject's own site
→ Foris SolutionsCompanyAdd on
Feb 5, 2026 to presentfactNews and newswire
→ Precision Door Tri-StateCompanyplatform
factNews and newswire

Employs (2)

→ Oliver NordlingerPersonManager
Apr 1, 2017 to presentfactForm ADV
→ Jared Ross SteinPersonManager
Apr 1, 2017 to presentfactForm ADV

Owns (1)

← Monogram Capital Management GP, LLCFirmGeneral Partner
Apr 1, 2017 to presentfactForm ADV

Dated events

22 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Feb 5, 2026
Transaction announced
Boxwood Partners Advises Foris Solutions a Neighborly Franchisee, On its Acquisition by PDS Tri-State, a Portfolio Company of Monogram Capital Partners
News and newswireobserved 4 days ago
Occurred
Nov 18, 2025
Fund final close
Monogram Capital Partners Closes Oversubscribed $350 Million Fund III
News and newswireobserved 3 days ago
$350M
Occurred
Sep 26, 2017
Adviser first adv filing
Monogram Capital Management, L.P. first filed Form ADV in the extract (ERA)
Form ADVobserved 5 days ago

Show 22 bookkeeping events

Occurred
Jun 2, 2026
Monogram Capital Management, L.P.: Private Equity Funds on Form ADV 15 (2024 extract) -> 27 (roster 2026-09-01)
Occurred
Mar 8, 2024
Fund 805-6133120082 no longer reported on Form ADV by Monogram Capital Management, L.P.
Occurred
Mar 8, 2024
Monogram Country Road Co-Invest Holdings II, LP first reported on Form ADV by Monogram Capital Management, L.P. (Private Equity Fund), GAV $12,275,000
Occurred
Mar 8, 2024
Fund 805-1793812196 no longer reported on Form ADV by Monogram Capital Management, L.P.
Occurred
Mar 30, 2023
Monogram Country Archer Holdings V, LLC first reported on Form ADV by Monogram Capital Management, L.P. (Private Equity Fund), GAV $10,250,483
Occurred
Mar 30, 2023
Monogram Country Road Co-Invest Holdings, LP first reported on Form ADV by Monogram Capital Management, L.P. (Private Equity Fund), GAV $2,000,000
Occurred
Mar 31, 2022
Monogram Dig Inn Holdings III, LLC first reported on Form ADV by Monogram Capital Management, L.P. (Private Equity Fund), GAV $7,563,779
Occurred
Mar 31, 2022
Monogram Capital Partners II P.V., L.P. first reported on Form ADV by Monogram Capital Management, L.P. (Private Equity Fund), GAV $30,930,564
Occurred
Mar 31, 2021
Monogram Capital Partners II, LP first reported on Form ADV by Monogram Capital Management, L.P. (Private Equity Fund), GAV $52,944,950
Occurred
Mar 26, 2020
Monogram Country Archer Holdings IV, LLC first reported on Form ADV by Monogram Capital Management, L.P. (Private Equity Fund), GAV $12,299,924
Occurred
Mar 29, 2019
Fund 805-9222540711 no longer reported on Form ADV by Monogram Capital Management, L.P.
Occurred
Mar 29, 2019
Monogram Country Archer Holdings III, LLC first reported on Form ADV by Monogram Capital Management, L.P. (Private Equity Fund), GAV $10,448,263
Occurred
Mar 13, 2018
Monogram Tps Holdings, LLC first reported on Form ADV by Monogram Capital Management, L.P. (Private Equity Fund), GAV $4,450,905
Occurred
Mar 13, 2018
Monogram Atlantic Co-Invest, L.P first reported on Form ADV by Monogram Capital Management, L.P. (Private Equity Fund), GAV $10,337,030
Occurred
Mar 13, 2018
C Equity Holdings, LLC first reported on Form ADV by Monogram Capital Management, L.P. (Private Equity Fund), GAV $22,857
Occurred
Mar 13, 2018
Monogram Healthy Spot Holdings II, LLC first reported on Form ADV by Monogram Capital Management, L.P. (Private Equity Fund), GAV $2,977,349
Occurred
Mar 13, 2018
Monogram Healthy Spot Holdings, LLC first reported on Form ADV by Monogram Capital Management, L.P. (Private Equity Fund), GAV $5,018,586
Occurred
Mar 13, 2018
Monogram Country Archer Holdings, LLC first reported on Form ADV by Monogram Capital Management, L.P. (Private Equity Fund), GAV $10,040,730
Occurred
Mar 13, 2018
Monogram Country Archer Holdings II, LLC first reported on Form ADV by Monogram Capital Management, L.P. (Private Equity Fund), GAV $6,026,500
Occurred
Mar 13, 2018
Monogram Dig Inn Holdings, LLC first reported on Form ADV by Monogram Capital Management, L.P. (Private Equity Fund), GAV $2,254,051
Occurred
Mar 13, 2018
Monogram Dig Inn Holdings II, LLC first reported on Form ADV by Monogram Capital Management, L.P. (Private Equity Fund), GAV $4,097,848
Occurred
Sep 26, 2017
Monogram Capital Partners I, L.P. first reported on Form ADV by Monogram Capital Management, L.P. (Private Equity Fund), GAV $4,911,913

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Jared Stein (Partner), Oliver Nordlinger (Manager), Jared Ross Stein (Manager).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:cb47352e-ba26-48ce-bb12-8f3c0b3c107b
First observed: Sep 13, 2026
Last observed: Sep 15, 2026 3 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Monogram Capital Management, L.P.

Private Equity

Beverly Hills, CA

We are passionate about consumer and retail companies. We provide capital, strategic guidance and operational expertise to empower management teams to reach their full potential.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:cb47352e-ba26-48ce-bb12-8f3c0b3c107b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 18, 2026, 11:39 PM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

Monogram Country Road Co-Invest Holdings II, LP

2024

Unknown

Private Equity Fund

n/a

$12.3M

Monogram Country Road Co-Invest Holdings, LP

2023

Early deployment

Private Equity Fund

n/a

$4.0M

Monogram Country Archer Holdings V, LLC

2023

Early deployment

Private Equity Fund

n/a

$33.5M

Monogram Capital Partners II P.V., L.P.

2022

Unknown

Private Equity Fund

n/a

$31.2M

Monogram Dig Inn Holdings III, LLC

2022

Unknown

Private Equity Fund

n/a

$7.6M

Monogram Capital Partners II, LP

2021

Active deployment

Private Equity Fund

n/a

$239M

Monogram Country Archer Holdings IV, LLC

2020

Active deployment

Private Equity Fund

n/a

$25.0M

Monogram Country Archer Holdings III, LLC

2019

Active deployment

Private Equity Fund

n/a

$23.5M

Monogram Healthy Spot Holdings II, LLC

2018

Wound down

Private Equity Fund

n/a

Monogram Country Archer Holdings, LLC

2018

Unknown

Private Equity Fund

n/a

$30.3M

Monogram Dig Inn Holdings II, LLC

2018

Mature

Private Equity Fund

n/a

$2.0M

Monogram Country Archer Holdings II, LLC

2018

Unknown

Private Equity Fund

n/a

$26.7M

Monogram Tps Holdings, LLC

2018

Harvest

Private Equity Fund

n/a

$431,759

Monogram Atlantic Co-Invest, L.P

2018

Unknown

Private Equity Fund

n/a

$25.2M

C Equity Holdings, LLC

2018

Wound down

Private Equity Fund

n/a

$22,857

Monogram Dig Inn Holdings, LLC

2018

Unknown

Private Equity Fund

n/a

$176,232

Monogram Healthy Spot Holdings, LLC

2018

Wound down

Private Equity Fund

n/a

Monogram Capital Partners I, L.P.

n/a

Mature

Private Equity Fund

n/a

$340M

Monogram Fund III

n/a

Unknown

n/a

Company

State

Role

Control

Invested

Exited

Status

Foris Solutions

n/a

Add on

control

Feb 5, 2026

n/a

active

Precision Door Tri-State

n/a

platform

unknown

n/a

active

Smile2impress

n/a

unknown

n/a

unknown