MONOGRAM CAPITAL MANAGEMENT, L.P.

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UUIDe014a5ff-b940-5aae-8aec-34a8bf7cdc1c

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:53

Updated2025-10-23 02:24:37

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	290197	290197	—	1.0
sec_file_number	801-112824	801-112824	—	—

Profile

WebsiteHTTP://MONOGRAMCAPITAL.COM/

HQ CityBEVERLY HILLS

HQ StateCA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)1,094,765,523.0
RAUM (discretionary)1,091,662,312.0
Actionable assets1,093,079,775.0
Accounts21.0

Institutional Clients

Government AUM0.0
Pension AUM0.0
Charitable AUM1,417,463.0
HNW AUM0.0

As of 2025-03-31 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
MONOGRAM CAPITAL MANAGEMENT GP, LLC	GENERAL PARTNER	OFFICER	—	{"filing_id": "2017173", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
NORDLINGER, OLIVER	MANAGER, CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2017173", "owner_id": "6595174", "source": "adv_part1", "table": "Schedule_A_B"}
STEIN, JARED, ROSS	MANAGER	OFFICER	—	{"filing_id": "2017173", "owner_id": "4833841", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

MONOGRAM CAPITAL MANAGEMENT GP, LLC

GENERAL PARTNER

OFFICER

—

{"filing_id": "2017173", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

NORDLINGER, OLIVER

MANAGER, CHIEF COMPLIANCE OFFICER

OFFICER

—

{"filing_id": "2017173", "owner_id": "6595174", "source": "adv_part1", "table": "Schedule_A_B"}

STEIN, JARED, ROSS

MANAGER

OFFICER

—

{"filing_id": "2017173", "owner_id": "4833841", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:37 • csv
```
{
  "date_submitted": "09/24/2025 09:33:56 AM",
  "filing_id": "2017173",
  "reg_type": "IA"
}
```

MONOGRAM CAPITAL MANAGEMENT, L.P.

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1