MC
MONOGRAM CAPITAL MANAGEMENT, L.P.
SEC RegisteredBEVERLY HILLS, CAhttps://monogramcapital.com310-229-2460
Assets Under Management
$1B–$5B
Employees
11
Office Locations
1 office
Total Accounts
29
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthPooled Vehicles
Services
Private funds / alternatives
Private Equity
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 27 | $1.8B |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Oliver Nordlinger
MANAGER, CHIEF COMPLIANCE OFFICER
Jared Ross Stein
MANAGER
Llc Monogram Capital Management Gp
GENERAL PARTNER
Oliver Nordlinger
MANAGER
Jared Ross Stein
MANAGER
Office locations
1 office in 1 state
CA
BEVERLY HILLSHQ
Regulatory & compliance
CRD number
#290197
SEC Number
801-112824
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based / Other
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
monogramcapital.comPhone
310-229-2460Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MONOGRAM CAPITAL MANAGEMENT, L.P. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.