Limited Partner, Partner · Monogram Capital Management, L.P.
Jared R. Stein
CRD 4833841 · Named on Form ADV at one SEC-registered adviser
At a glance
Monogram Capital Management, L.P., an SEC-registered private fund adviser based in Beverly Hills, CA with $1.8 billion in regulatory assets, lists Jared R. Stein on its Form ADV as Limited Partner, Partner, a control person.
Firms and roles
- Monogram Capital Management, L.P.Limited Partner, PartnerPrivate fund adviser · Beverly Hills, CA · $1.8B in regulatory assets
AtlasMembers
Jared’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Oliver U. NordlingerLimited Partner, Partner, and Chief Compliance Officer, Monogram Capital Management, L.P.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jared’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.