Monogram Capital Management, L.p.

Monogram Capital Management, L.P. is a registered investment adviser based in Beverly Hills, CA, established in April 2017. The firm specializes in providing advisory services on a discretionary basis to privately offered pooled investment vehicles primarily focused on the retail and consumer sectors in North America. Monogram also manages special purpose vehicles investing in single portfolio companies. The firm's investment strategy includes a data-driven approach, proactive sourcing, brand evangelism, tailored structuring, and value creation. For investors, Monogram typically charges management fees of up to 2.0% per annum of the commitment, with carried interest distributions ranging from 10-25%. The firm manages approximately $1.1 billion in regulatory assets under management as of December 31, 2024. Monogram does not participate in a wrap fee program and does not receive compensation for the sale of securities or investment products. Monogram's investment philosophy involves targeting lower middle-market consumer businesses, but investors should be aware of the risks associated with investments, such as market volatility, economic conditions, and potential conflicts of interest. The firm has a Code of Ethics in place to ensure compliance with ethical standards and a proxy voting policy to act in the best interests of clients. Monogram does not engage in trading transactions on behalf of clients and maintains a focus on providing best execution for all transactions.