DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
M••••••
Legal name M•••••• A••••••••• C•••••• L•
Latest filing Jul 31, 2026
First filing on the tape Nov 18, 2011 · 58 filings
SEC status approved since Jan 3, 2012
RAUM
$17B
reported, Item 5.F
Discretionary
97%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
107
42 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
44
reported on Schedule D
History
58 filings and snapshots on the tape
RAUM$17B as of Jul 31, 2026
Mar 30, 2012$5.3B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 31, 2026
Mar 28, 20130 then
Employees (5.A)107 as of Jul 31, 2026
Mar 28, 201349 then
Private funds44 as of Jul 31, 2026
Mar 30, 201215 then
RAUM +1.3% over the last fiscal year+18% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $388MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 97%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- +1.3%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $4.7B, 11 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$17B99%
- Other investment advisers$97.7M0.6%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 43reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $4.7B for 11 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
53 reported on Schedule D 7.B.(1)
All funds of M••••••
Owners and control persons
Schedule A and B, latest filing
- H••••••••• A•••••• J•• · Managing Principalcontrolsince 03/2002 · owns less than 5%
- S••••••• C••••••••• M•••••• · Managing Principalcontrolsince 03/2002 · owns less than 5%
- W••••••••• M••••••• A••••• · Managing Principal & Ceocontrolsince 03/2002 · owns less than 5%
- H••••••••• A•••••• J•• · L•••••• Partnercontrolsince 10/2006 · owns 25% to 50% of M••• G• L•
- H••••••••• A•••••• J•• · Membercontrolsince 10/2006 · owns 25% to 50% of M•••••• G• L••
- W••••••••• M••••••• A••••• · Membercontrolsince 10/2006 · owns 25% to 50% of M•••••• G• L••
- W••••••••• M••••••• A••••• · L•••••• Partnercontrolsince 10/2006 · owns 25% to 50% of M••• G• L•
- D••••••• C••••• J••••• · Managing Director, General Counselsince 12/2023 · owns less than 5%
- E••••• H•••••• G•••••• · Managing Principal & Chief Financial Officersince 08/2021 · owns less than 5%
- M••••• S•••••• H••••• · Managing Principal, Chief Strategy Officer & Global Head Of Client P•••••••••Ssince 01/2008 · owns less than 5%
- V•••••••• R••••• N•• · Managing Director, General Counsel & Chief Compliance Officersince 08/2011 · owns less than 5%
Entity owners
- M••• G• L• · General Partnerdirect · owns 75% or more
- M•••••• G• L•• · General Partnerindirect · owns F of M••• G• L•
Related persons
Schedule D 7.A
- M• M•••••• L••bankpooled vehicle sponsorn
- M••••• G• L•bankpooled vehicle sponsorn
- M•• H••••••• G• L••bankpooled vehicle sponsorn
- M•• V• C• • I••••• A• G• L••bankpooled vehicle sponsorn
- M•• V• C•••••••• A• G• L••bankpooled vehicle sponsorn
- M••• • N• G• L••bankpooled vehicle sponsorn
- M•••••• A••••••••• C•••••• G• I•• L••bankpooled vehicle sponsorn
- M•••••• A••••••••• C•••••• G• I• L••bankpooled vehicle sponsorn
- M•••••• A••••••••• C•••••• G• L••bankpooled vehicle sponsorn
- M•••••• A••••••••• C•••••• G• V• L•bankpooled vehicle sponsorn
- M•••••• A••••••••• C•••••• G• V•• L•bankpooled vehicle sponsorn
- M•••••• A••••••••• C•••••• G• V• L•bankpooled vehicle sponsorn
- M•••••• A••••••••• C•••••• S•• G• L••bankpooled vehicle sponsorn
- M•••••• C••••• G• L••pooled vehicle sponsorn
- M•••••• C•••••••• F••• • A• G• L•bankpooled vehicle sponsorn
- M•••••• C•••••••• F••• • D• G• L••bankpooled vehicle sponsorn
- M•••••• O••••••••• R••• E••••• F••• 1• G• L•bankpooled vehicle sponsorn
- M•••••• V• S••••• O••••••••• G• L•bankpooled vehicle sponsorn
- M••••• G• L•bankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- West Palm Beach, FL1 employees
- , 1 employees
What changed
consecutive filings, newest first
- Private funds · 41 to 44May 29, 2026 to Jul 31, 2026
- Accounts · 40 to 43Nov 21, 2025 to Mar 31, 2026
- Advisory employees · 38 to 42Nov 21, 2025 to Mar 31, 2026
- Pooled vehicle clients · 59 to 62Nov 21, 2025 to Mar 31, 2026
- Assets in custody · $5.5B to $4.7BNov 21, 2025 to Mar 31, 2026
- Employees · 103 to 107Nov 21, 2025 to Mar 31, 2026
- Private funds · 44 to 41Nov 21, 2025 to Mar 31, 2026
- Discretionary RAUM · $16B to $16BNov 21, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $436M to $513MNov 21, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $16B to $17BNov 21, 2025 to Mar 31, 2026
- RAUM · $16B to $17BNov 21, 2025 to Mar 31, 2026
- Private funds · 43 to 44Jul 21, 2025 to Nov 21, 2025
- Financial planning clients · unset to Mar 28, 2025 to Jul 21, 2025
- Private funds · 39 to 43Mar 28, 2025 to Jul 21, 2025
- Accounts · 35 to 40Jan 14, 2025 to Mar 28, 2025
- Advisory employees · 37 to 38Jan 14, 2025 to Mar 28, 2025
- Pooled vehicle clients · 57 to 59Jan 14, 2025 to Mar 28, 2025
- Assets in custody · $2.2B to $5.5BJan 14, 2025 to Mar 28, 2025
- Employees · 98 to 103Jan 14, 2025 to Mar 28, 2025
- Private funds · 36 to 39Jan 14, 2025 to Mar 28, 2025
- Discretionary RAUM · $14B to $16BJan 14, 2025 to Mar 28, 2025
- Non-discretionary RAUM · $430M to $436MJan 14, 2025 to Mar 28, 2025
- Pooled vehicle RAUM · $14B to $16BJan 14, 2025 to Mar 28, 2025
- RAUM · $14B to $16BJan 14, 2025 to Mar 28, 2025
- Private funds · 35 to 36Jul 19, 2024 to Jan 14, 2025
- Accounts · 29 to 35Nov 14, 2023 to Mar 28, 2024
- Advisory employees · 36 to 37Nov 14, 2023 to Mar 28, 2024
- Advisory activities · 1 to 2Nov 14, 2023 to Mar 28, 2024
- Pooled vehicle clients · 50 to 57Nov 14, 2023 to Mar 28, 2024
- Assets in custody · $1.6B to $2.2BNov 14, 2023 to Mar 28, 2024
- Employees · 92 to 98Nov 14, 2023 to Mar 28, 2024
- Discretionary RAUM · $9.8B to $14BNov 14, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $372M to $430MNov 14, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $10B to $14BNov 14, 2023 to Mar 28, 2024
- RAUM · $10B to $14BNov 14, 2023 to Mar 28, 2024
- Private funds · 33 to 35Jul 28, 2023 to Nov 14, 2023
- Private funds · 30 to 33Jun 22, 2023 to Jul 28, 2023
- Accounts · 25 to 29Aug 23, 2022 to Mar 31, 2023
- Advisory employees · 34 to 36Aug 23, 2022 to Mar 31, 2023
- Pooled vehicle clients · 45 to 50Aug 23, 2022 to Mar 31, 2023
Signals
2 dated events
- Monarch reported RAUM $14.3B, up 41% from $10.2B (2023-11-14 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- Monarch reported RAUM $9.3B, up 100% from $4.6B (2021-02-22 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/monarchalternativecapitalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- M••••••LP.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-554-1700reportedpublic record, Form ADV, Jul 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026