Monadnock Capital Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
0.5% quarterly (2% annually)
20% of calendar year gains for qualified investors meeting eligibility criteria
Account minimum: $250,000
Main office
See officePeterborough NH
Advisors at this office
2
Offices (2)
Most active in
Massachusetts · New Hampshire
Also doing business as
Krause, Charles · Monadnock Capital Partners, LLC · Northstar Equities, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
Advisors at this firm
Charles K
Series 65
Peterborough, NH
Monadnock Capital Partners, LLC
Charles Krause is a financial advisor at Monadnock Capital Partners, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at Northstar Equities since 2007. Krause serves on the Monadnock Community Hospital Investment Committee as a volunteer member. Monadnock Capital Partners provides fee-based portfolio management and pension consulting to individuals, high-net-worth clients, businesses, and institutions. The firm employs a fundamental, disciplined investment approach and manages a small client roster with discretionary authority and ongoing oversight by its senior team.
William Y
Series 63, Series 66
Newton, MA
Monadnock Capital Partners, LLC
William Yandow is a financial advisor at Monadnock Capital Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at O'neil Securities, Incorporated and William O'neil + Company since 2015 and 2016, respectively. Monadnock Capital Partners provides fee-based portfolio management and occasional pension consulting to individuals, high-net-worth clients, businesses, and institutional clients. The firm employs a fundamental, disciplined, and selective investment approach, managing a small client roster with discretionary authority and ongoing senior team oversight.
William D
Series 63, Series 65
Newton, MA
Monadnock Capital Partners, LLC
William Durkin is a financial advisor at Monadnock Capital Partners, LLC in Peterborough, NH, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Santander Securities, LLC, Santander Bank, NA, and MKM Partners. Monadnock Capital Partners provides fee-based portfolio management and occasional pension consulting to individuals, high-net-worth clients, businesses, and institutional clients. The firm employs a fundamental, disciplined investment approach focusing on business fundamentals and a quantified margin of safety, offering performance-based compensation arrangements for eligible clients alongside asset-based fees.
Bryan K
Series 65
Peterborough, NH
Monadnock Capital Partners, LLC
Bryan Krause is a financial advisor at Monadnock Capital Partners, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Monadnock Capital Partners since 2014. Monadnock Capital Partners provides fee-based portfolio management and occasional pension consulting to individuals, high-net-worth clients, businesses, and institutional clients. The firm employs a fundamental, disciplined investment approach focused on business fundamentals, margin of safety, and long-term holdings, managing a small client roster with discretionary authority and ongoing senior team oversight.
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