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Monarch Collective registers with the SEC
New SEC-registered adviser · CRD 326408 · 801-136922 · effective 2026-08-05
Effective 2026-08-05. 6 employees (4 advisory), $252M regulatory AUM across 2 accounts. Advises private funds. Limited Partnership (DE).
Advises private fundsHas custodyPerformance fees
Contact (from the filing)
The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.
Who this is for
- Compliance consulting
- RIA software (CRM, portfolio, billing)
- Fund administration & audit
- Custodian / clearing
- Archiving & surveillance
- Cybersecurity / managed IT
- E&O insurance