A complete list of active advisors currently associated with Mon Capital Management LLC

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SP Capital Management provides investment advisory services primarily to high‑net‑worth individuals, their associated corporate entities, and investment vehicles (including personal trusts), offering both discretionary and non‑discretionary portfolio management guided by a written investment policy statement. The firm also advises on and may allocate client capital to alternatives and direct investments—such as private placements, private credit and equity, hedge funds, and direct real estate—while client assets remain with qualified independent custodians. Portfolios are constructed using Modern Portfolio Theory and a mix of fundamental, technical, cyclical and quantitative analysis, with both long‑term strategic allocations and short‑term tactical adjustments tailored to each client’s objectives. The firm discloses detailed valuation and reconciliation procedures for illiquid and alternative holdings, uses a quarterly arithmetic average for fee calculations, and may negotiate performance‑based fees for certain discretionary mandates. Notable features include an affiliation with a Panamanian‑registered investment firm that the brochure states operates independently, reflecting an international connection and potential non‑U.S. exposure in its activities. The firm also emphasizes oversight of direct investments (including capital‑call monitoring and valuation complexities), serves associated corporate entities in addition to individuals, and discloses that it does not aggregate block trades across multiple client accounts.

To learn more about the advisors currently working at Mon Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.