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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

MONARCH COLLECTIVE

MONARCH COLLECTIVE FUND MANAGEMENT, LP, CRD 326408

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:da4e2854-ba1c-3042-85c2-69f1592d90b8

Data as of Jul 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 1
Observed: Jul 2, 2026 to Jul 2, 2026
1 observations

Across DFX

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

Venture Capitalidentity

Monarch Collective

Venture manager · shared crd

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $252MItem 5.F on the latest filing (2026-07-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $252M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 2
Private funds: 2Schedule D 7.B(1)
Custody, client assets: $0
Relying advisers: 1
SEC number: 801-136922
CRD: 326408
Filings on the tape: 1
First filed: Jul 2, 2026
Latest filed: Jul 2, 2026
Organised: Limited Partnership, DE

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
FCM 01	Venture Capital Fund	$149M	Nov 8, 2024	94	May 17, 2023	reported	021-999999

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BLUMENTHAL, JAKE, ELLIOTT	Trustee	D	yes	01/2023	Jul 2, 2026	Jul 2, 2026
MONARCH COLLECTIVE UGP, LLC	GENERAL PARTNER	Na	yes	04/2025	Jul 2, 2026	Jul 2, 2026
NORTMAN, KARA, ELYSE	Trustee	D	yes	01/2023	Jul 2, 2026	Jul 2, 2026
O'CONNOR, CAITLIN, MARY	CHIEF COMPLIANCE OFFICER	Na	yes	06/2026	Jul 2, 2026	Jul 2, 2026
ROBINSON, JASMINE, LEAH	LIMITED PARTNER	C	yes	01/2023	Jul 2, 2026	Jul 2, 2026

Relationships

Controls (5)

← ROBINSON, JASMINE, LEAHOwnerLIMITED PARTNER, ownership code C, individual
Jul 2, 2026 to presentfactForm ADV
← BLUMENTHAL, JAKE, ELLIOTTOwnerTRUSTEE, ownership code D, individual
Jul 2, 2026 to presentfactForm ADV
← MONARCH COLLECTIVE UGP, LLCOwnerGENERAL PARTNER, ownership code NA, domestic entity
Jul 2, 2026 to presentfactForm ADV
← NORTMAN, KARA, ELYSEOwnerTRUSTEE, ownership code D, individual
Jul 2, 2026 to presentfactForm ADV
← O'CONNOR, CAITLIN, MARYOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 2, 2026 to presentfactForm ADV

Advises (1)

→ FCM 01Private fundVenture Capital Fund, ERA
May 17, 2023 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:da4e2854-ba1c-3042-85c2-69f1592d90b8
First observed: Jul 2, 2026
Last observed: Jul 2, 2026 2 months ago
Source families: Federal regulator filings
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.

MONARCH COLLECTIVE

MONARCH COLLECTIVE FUND MANAGEMENT, LP, CRD 326408

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:da4e2854-ba1c-3042-85c2-69f1592d90b8

Data as of Jul 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:07 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

FCM 01

Venture Capital Fund

$149M

Nov 8, 2024

May 17, 2023

reported

021-999999

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BLUMENTHAL, JAKE, ELLIOTT

Trustee

yes

01/2023

Jul 2, 2026

MONARCH COLLECTIVE UGP, LLC

GENERAL PARTNER

yes

04/2025

Jul 2, 2026

NORTMAN, KARA, ELYSE

Trustee

yes

01/2023

Jul 2, 2026

O'CONNOR, CAITLIN, MARY

CHIEF COMPLIANCE OFFICER

yes

06/2026

Jul 2, 2026

ROBINSON, JASMINE, LEAH

LIMITED PARTNER

yes

01/2023

Jul 2, 2026