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Monarch Collective Fund Management, LP

CRD 326408SEC# 801-136922
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No longer SEC-registered. Monarch Collective Fund Management, LP appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Ranks #4,502 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$252M
Fund GAV
$252M
Private funds
2
Employees
6
Accounts
2
Location

Monarch Collective Fund Management, LP assets under management

Monarch Collective Fund Management, LP is an SEC-registered investment adviser. It reports $252 million in regulatory assets under management and employs 6 people. Monarch Collective Fund Management, LP manages 2 private funds with combined gross assets of $252 million, including Monarch Collective Fund, LP. By regulatory assets, it ranks 4,502 of 5,911 private fund managers.

Monarch Collective Fund Management, LP private funds

2 funds · $252M GAV
FundTypeGross assetsMin.
Monarch Collective Fund, LPVenture Capital$244.6M$1M
Monarch Collective Cleveland Basketball, LLCVenture Capital$7.4M

Monarch Collective Fund Management, LP owners & executives

11 reported
NameTitleOwnershipSince
Blumenthal / Nortman Living Trust D/T/D 8/6/08 ControlOwner50-75%2024
Caitlin Mary O'Connor ControlChief Compliance OfficerUnder 5%2026
Jake Elliott Blumenthal ControlTrustee50-75%2023
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Frequently asked questions

How much does Monarch Collective Fund Management, LP manage?

Monarch Collective Fund Management, LP reports $252 million in regulatory assets under management on its Form ADV.

How many private funds does Monarch Collective Fund Management, LP manage?

Monarch Collective Fund Management, LP manages 2 private funds with combined gross assets of $252 million.

How many employees does Monarch Collective Fund Management, LP have?

Monarch Collective Fund Management, LP reports 6 employees.

Does Monarch Collective Fund Management, LP disclose fund performance?

Monarch Collective Fund Management, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hours9:00 a.m. - 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$252M
Non-discretionary$0
Total (RAUM)$252M

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