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MONOGRAM CAPITAL MANAGEMENT, L.P.

BEVERLY HILLS, CA · CRD 290197 · IAPD ↗ · monogramcapital.com · 310-229-2460

$1.79BRegulatory AUM
11Advisory reps
11Employees
0Clients
n/aPlanning clients
27Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — MONOGRAM CAPITAL MANAGEMENT, L.P. reported RAUM up 53% ($1.17B -> $1.79B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2025 — MONOGRAM CAPITAL MANAGEMENT, L.P. crossed $1B in regulatory AUM ($862.9M -> $1.09B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.