Monashee Investment Management, LLC

Monashee Investment Management, LLC provides discretionary investment management to privately offered pooled vehicles, fund-of-one vehicles and separately managed accounts, with clients generally required to meet accredited and qualified investor standards. Its investor base can include institutional-type clients such as charitable organizations, pension or profit-sharing plans and corporate or business entities, alongside high‑net‑worth and family-office investors.

The firm pursues a systematic new‑issuance strategy across equity, convertible and debt markets, participating in IPOs, follow‑ons, convertibles, high‑yield new issues, PIPEs and related capital‑markets transactions to pursue returns relative to broader markets. To implement these strategies Monashee routinely uses leverage, margin and derivatives and exercises full discretionary authority, with performance allocations and pro rata allocation policies guiding opportunity and capital assignments.

Noteworthy for a manager of its size, Monashee permits borrowing and derivative use within separately managed accounts, may enter into side letters and fee waivers for certain investors, and has an affiliate relationship that permits execution through an affiliated broker‑dealer. The firm operates with a compact investment team managing roughly $1.86 billion across master/feeder funds, fund‑of‑one vehicles and SMAs and maintains written policies on conflicts, proxy voting and the use of soft‑dollar research.