WEST MONROE CAPITAL
WEST MONROE CAPITAL, LLC Legal Name
Adviser information for WEST MONROE CAPITAL last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-123318 |
|---|---|
| SEC ERA File Number | 802-123318 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 317408 |
| Legal Entity Identifier | None |
Principal Office
311 WEST MONROE STREET, 14TH FLOORCHICAGO
IL
United States
Monday - Friday, 9:00 AM TO 6:00 PM
Tel: 312-980-9355, Fax: None
Websites
Chief Compliance Officer
NoneIndustry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| WEST MONROE CAPITAL FUND I, LLC | Private Equity Fund | $11.3M | $0.3M | 56 |
| WEST MONROE CAPITAL FUND II, LLC | Private Equity Fund | $35.3M | $0.5M | 71 |
| WEST MONROE CAPITAL FUND III-PARALLEL A, LLC | Private Equity Fund | $1.4M | $0.1M | 16 |
| WEST MONROE CAPITAL FUND III, LLC | Private Equity Fund | $9.2M | $0.5M | 30 |
| WMC DIRECTOR FUND I, LLC | Private Equity Fund | $7.2M | $0.0M | 89 |
| WMC SUNDAY INVESTORS I, LLC | Private Equity Fund | $12.7M | $0.3M | 59 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WEST MONROE PARTNERS, INC. | Domestic Entity | – | MEMBER | 01/2018 | > 75% |
| JACOBSEN, BRIAN, LAWRENCE | Individual | – | MANAGING DIRECTOR | 06/2018 | < 5% |
| Lynch, Kimberly | Individual | – | SECRETARY | 01/2018 | < 5% |
| McCarty, Kevin, Joseph | Individual | – | CEO | 01/2018 | < 5% |
| WMC INTERMEDIATECO, INC. | Domestic Entity | WEST MONROE PARTNERS, INC. | SHAREHOLDER | 11/2021 | > 75% |
| WEST MONROE ENTERPRISES, INC. | Domestic Entity | WMC INTERMEDIATECO, INC. | SHAREHOLDER | 11/2021 | > 75% |
| MSD WM PARTNERS, L.P. | Domestic Entity | WEST MONROE ENTERPRISES, INC. | SHAREHOLDER | 11/2021 | 25-50% |
| WEST MONROE PARTNERS, INC. 401(K) TRUST | Domestic Entity | WEST MONROE ENTERPRISES, INC. | SHAREHOLDER | 11/2021 | 50-75% |
| MSD PRIVATE CAPITAL INVESTMENTS, L.P. | Domestic Entity | MSD WM PARTNERS, L.P. | LIMITED PARTNER | 11/2021 | 25-50% |
| MSD PARTNERS (GP) - PCG, LLC | Domestic Entity | MSD WM PARTNERS, L.P. | GENERAL PARTNER | 10/2021 | |
| MSD CAPITAL, L.P. | Domestic Entity | MSD PRIVATE CAPITAL INVESTMENTS, L.P. | GENERAL PARTNER | 08/2015 | |
| MSD PORTFOLIO L.P. -- INVESTMENTS | Domestic Entity | MSD PRIVATE CAPITAL INVESTMENTS, L.P. | LIMITED PARTNER | 11/2021 | 25-50% |
| DELL, MICHAEL, SAUL | Individual | MSD CAPITAL, L.P. | LIMITED PARTNER | 04/1998 | > 75% |
| DELL, MICHAEL, SAUL | Individual | MSD PORTFOLIO L.P. -- INVESTMENTS | LIMITED PARTNER | 04/1999 | > 75% |