PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Monarch Collective Fund Management, LP

CRD 326408SEC# 801-136922
Export (members)
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 #4,822 of 6,004 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 4,822 of 6,004 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
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/mo

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

How this firm compares

Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
AUM vs fund managersTop 80%
Larger than 20% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$252Mregulatory AUM
Discretionary $252M

Service providers