AdFi
MC

Monogram Capital Management, L.P.

SEC Registered

We are passionate about consumer and retail companies.

Beverly Hills, CAhttps://monogramcapital.com310-229-2460
Assets Under Management
$1B–$5B
Year Founded
2014
Employees
11
Office Locations
1 office
Total Accounts
29

About the firm

Monogram Capital Partners was founded in 2014 to help promising consumer and retail brands become category leaders. The partners have invested more than $1.5 billion of equity capital primarily in consumer and retail businesses. Based in Los Angeles, the firm brings elite investing, advisory and operating experience to the lower middle market.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthPooled Vehicles

Areas of expertise

ConsumerRetailPrivate EquityLower Middle MarketBrand BuildingFood & BeverageBeauty & Personal CarePetsConsumer HealthcareManufacturingMarketing+4 more

Services

Flexible capital (up to $50+ million of equity per investment), strategic guidance, and operational expertise including brand building, marketing, recruiting, operations, supply chain/distribution, financial reporting, financing, access to channel partners, and transactional experience to maximize value on exit.

Private funds / alternatives
Private Equity

Who they serve

Management teams of innovative consumer and retail brands with revenues ranging from $5 to $250+ million, particularly those with differentiated value propositions, demonstrated customer followings, and the desire to achieve outsized growth.

Client segmentClientsAssets managed
Individuals (Non-HNW)0$0
High Net Worth Individuals0$0
Investment Companies0
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans27$1.8B
Charitable Organizations0$0
State/Municipal Entities1
Insurance Companies0
Sovereign Wealth Funds0
Corporations0$0

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

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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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