The MONARCH GROUP is a privately held investment adviser that advises $34.5Bn in regulatory assets under management held in 3 SEC fund types across 7 investment strategies. MONARCH GROUP is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 271.41% over the last 5-years.
The Group has been registered with the SEC for 14.58 years and is comprised of 1 filing and 1 relying advisers. They operate out of 3 office locations with their Headquarters at 535 MADISON AVENUE 22 FL, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 7 US and Non-US bodies.
They have 107 employees comprised of 42 investment and 65 non-investment staff. The total number of Employees increased by 57.35% over the last 5-years.
Their $34.5Bn in assets advised are owned by 62 private funds, 1 public fund and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $34.39Bn or 99.66% of Total Assets and Investment Companies (IC) own $19.58mn or 0.06% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, FI/Credit - Distress and FI/Credit - Asset Backed Securities, representing 42.35%, 39.63% and 6.68% of total assets, respectively.
They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Investment Companies (IC).
The Group uses 3 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 9 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
MONARCH GROUP names 1 sub-adviser CARNE GLOBAL FUND MANAGERS (IRELAND) LIMITED to 3 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.