Monadnock Capital Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$50,145,158
Total clients
21
29% high-net worth
Total advisors
4
of 4 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
5
Average account size
$2,387,865
About
Monadnock Capital Partners provides fee-based portfolio management to individual and high-net-worth clients as well as select businesses and institutional accounts, and also offers pension consulting services. The firm reports managing approximately $50.1 million for 21 clients and generally requires a $250,000 minimum account size, though it may accept smaller accounts at its discretion.
The firm follows a fundamental, disciplined and selective investment approach that emphasizes investing in underlying business franchises, a quantified margin of safety, and holding securities for longer periods when appropriate; cash is held when attractive prices cannot be found. Research sources include company filings, annual reports, third‑party research and management interviews, and the firm generally exercises discretionary authority over managed accounts with ongoing monitoring and quarterly reporting.
Compared with many peer teams, Monadnock offers performance-based compensation for eligible, qualified investors — a 20% fee on calendar-year gains subject to carryforwards — which the firm limits to clients meeting specific asset or net-worth thresholds. The firm does not emphasize comprehensive financial planning services (a less common choice among team firms) and staff experience includes prior institutional portfolio management and sell-side roles, which the firm cites as part of its selective client acceptance and suitability determinations.
Client services
Portfolio management
Pension consulting
Expertise
Active portfolio management
Fee options
0.5% quarterly (2% annually)
20% of calendar year gains for qualified investors meeting eligibility criteria
Account minimum: $250,000
Main office location
Monadnock Capital Partners, LLC
Peterborough NH, United States
Number of offices
2
Most active in
Monadnock Capital Partners, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts · New Hampshire
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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