Overview
Assets Under Management: $294 million
Frequently Asked Questions
MONHEGAN CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #304428), MONHEGAN CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
According to their SEC Form ADV, MONHEGAN CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
MONHEGAN CAPITAL MANAGEMENT, LLC manages $294 million in client assets according to their SEC filing dated February 13, 2025.
According to their SEC Form ADV, MONHEGAN CAPITAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.97
Total Client Accounts: 23
Discretionary Accounts: 15
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 304428
Last Filing Date: 2025-02-13 00:00:00
Website: https://monhegancapital.com