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MONASHEES CAPITAL GROUP

Business and Investment Profile

The MONASHEES CAPITAL GROUP is a publicly held investment adviser that advises $3.24Bn in regulatory assets under management held in 3 SEC fund types across 3 investment strategies. MONASHEES CAPITAL 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 12.54% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 14.35 years and is comprised of 2 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 75 PARK PLAZA 4TH FLOOR, BOSTON, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 4 US and Non-US bodies.

Employee Profile

They have 22 employees comprised of 15 investment and 7 non-investment staff. The total number of Employees decreased by 8.33% over the last 5-years.

Asset Profile

Their $3.24Bn in assets advised are owned by 29 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $2.07Bn or 64% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Early Stage, Long/Short Equity and Fund of Funds, representing 90.91%, 9.09% and 0% of total assets, respectively.

Client Profile

They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).

Service Provider Profile

The Group uses 2 Fund Administrators, 2 Fund Auditors, 2 Prime Brokers, 4 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 13 private funds with $112.96mn in assets.

Fee Profile

The Group discloses management fees and performance-based fees.

Sub-Advisers

MONASHEES CAPITAL GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 2 funds.

Full profile: MONASHEES CAPITAL GROUP

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Generated 2026-09-12T06:48:33.9285499.  © 2026 Convergence.