MONACO CAPITAL MANAGEMENT, LLC
  • MONACO CAPITAL MANAGEMENT, LLC

Adviser Profile

As of Date 03/27/2024
Registration status Terminated
ADV Location VIRGINIA BEACH, VA, United States
Contact Info (75 xxxxxxx
Websites
AUM* 171,862,563
of that, discretionary 170,129,454
Number of Employees 3 -25%
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 164,462 -9%
% High Net Worth 9.44% -3%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

204M 175M 146M 116M 87M 58M 29M
2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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