Newton, MA Office

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.