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Monroe Hall Asset Management, LLC (New York)


Monroe Hall Asset Management, LLC is a large advisory firm based in New York. It manages $277.33 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2014.

Monroe Hall Asset Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Monroe Hall Asset Management: assets under management

The assets under management (AUM) of Monroe Hall Asset Management, LLC is $277.33 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 122% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $277.33 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $277.33 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Monroe Hall Asset Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Llc Monroe Hall Asset Management Gp General partner 1 Aug 2014 Other 47-1654581

Based in New York

The principal office where Monroe Hall Asset Management, LLC performs its advisory services is located at 601 Lexington Ave, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-893-8808. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.


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