DFX Intelligence

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RIA / WealthPrivate fundprivate equity fund3(c)(1)

WEST MONROE CAPITAL FUND II, LLC

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d508fa97-f06d-c7f4-ea1c-42180ed335d8

Data as of Mar 22, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 0
Dated events: 0
On other graphs: 1
Observed: Jan 26, 2022 to Mar 22, 2024
3 observations

Across DFX

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

Private Equityidentity

West Monroe Capital Fund II, LLC

Private equity fund · shared adv fund id

Facts

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

Fund type: Private Equity Fund
Latest reported GAV: $35.3Mgross asset value on Schedule D 7.B(1), as of 2024-03-22; never fund size
Peak reported GAV: $35.3M
Beneficial owners: 71
Minimum investment: $500,000
Owned by the adviser: 1500%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: no
Form D file number: 021-406674an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it
Organised in: Delaware, United States
First reported: Jan 26, 2022
Last reported: Mar 22, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 3
Fund id: 805-3093397722

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 22, 2024	$35.3M	71	$500,000	1500.0%	yes	WEST MONROE CAPITAL FUND II, LLC
Mar 30, 2023	$34.3M	71	$500,000	1500.0%	yes	WEST MONROE CAPITAL FUND II, LLC
Jan 26, 2022	$19.4M	48	$500,000	3000.0%	yes	WEST MONROE CAPITAL FUND II, LLC

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
JPMORGAN CHASE BANK, N.A.	JPMORGAN CHASE BANK, N.A.	NEW YORK	New York	United States	no	n/a
WINTRUST BANK, N.A.	WINTRUST BANK, N.A.	Chicago	Illinois	United States	no	n/a

Relationships

No published relationship touches this entity yet.

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d508fa97-f06d-c7f4-ea1c-42180ed335d8
First observed: Jan 26, 2022
Last observed: Mar 22, 2024 30 months ago
Source families: Federal regulator filings
1 registered feed 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.

WEST MONROE CAPITAL FUND II, LLC

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d508fa97-f06d-c7f4-ea1c-42180ed335d8

Data as of Mar 22, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:01 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Mar 22, 2024

$35.3M

$500,000

1500.0%

yes

WEST MONROE CAPITAL FUND II, LLC

Mar 30, 2023

$34.3M

$500,000

1500.0%

yes

WEST MONROE CAPITAL FUND II, LLC

Jan 26, 2022

$19.4M

$500,000

3000.0%

yes

WEST MONROE CAPITAL FUND II, LLC

Custodian

Legal name

City

State

Country

Related person

SEC number

JPMORGAN CHASE BANK, N.A.

NEW YORK

New York

United States

n/a

WINTRUST BANK, N.A.

Chicago

Illinois

United States

n/a