Monadnock Capital Partners, LLC logo

Monadnock Capital Partners, LLC

Updated today

Client assets under management

$50,145,158

Clients

21

29% high-net-worth

Advisors

4

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

5

Very Low

Average account size

$2,387,865

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

Portfolio management Pension consulting

Expertise

Active portfolio management

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Fee options

Percentage

0.5% quarterly (2% annually)

Performance-based

20% of calendar year gains for qualified investors meeting eligibility criteria

Other

Account minimum: $250,000

Main office location

Monadnock Capital Partners, LLC

Peterborough NH, United States

Number of offices

2

Most active in

Massachusetts · New Hampshire

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

Active portfolio management
user avatar

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.

Active portfolio management
user avatar

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.

Active portfolio management
user avatar

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.

Active portfolio management
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