RIA Intel›Advisers›Massachusetts›MONASHEE INVESTMENT MANAGEMENT, LLC

MONASHEE INVESTMENT MANAGEMENT, LLC

Advisory

N·BOSTON, MA

Data as of Feb 27, 2026 · Source: SEC Form ADV

Total AUM
$1.9B
1-Year AUM Growth
-14.6%
3-Year CAGR
-10.6%
Employees
8
Assets Under Management
Total AUM$1.9B
Discretionary AUM$1.9B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients15
Team
Total Employees8
Investment Advisers13
Employee Growth (1Y)—
Filing History
Total Filings on Record23
First FilingJun 11, 2014
Latest FilingFeb 27, 2026
🔒 Full AUM trend chart and 23 historical filings spanning 12+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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