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AULL & MONROE
AULL & MONROE is an SEC-registered investment adviser in MOBILE, AL, registered since 1990. The firm manages approximately $323 million in regulatory assets.
AULL & MONROE
AULL & MONROE is an SEC-registered investment adviser in MOBILE, AL, registered since 1990. The firm manages approximately $323 million in regulatory assets. It has 5 employees and 1 investment adviser.
General information
Firm type
Single Family Office
Sector focus
Frequently asked questions
Who runs investment decisions at AULL & MONROE?
The specific principals or investment committee members of AULL & MONROE are not publicly identified. As a private single-family office, the firm typically operates with a small team of professionals or family members making investment decisions, consistent with the confidential nature of such entities.
How does AULL & MONROE source proprietary deal flow?
AULL & MONROE likely sources investment opportunities through a network of external fund managers, direct company relationships, and co-investment partners. The firm's emphasis on direct investments suggests it may originate deals through industry contacts and family- office networks, though specific sourcing methods are not publicly documented.
Is AULL & MONROE structured as a single family office or does it operate more like a venture firm?
AULL & MONROE operates as a single-family office, managing capital for a single family. Unlike a venture firm, it does not raise external capital from limited partners, allowing it to maintain full control over investment decisions and asset allocation without the reporting demands of a fund structure.
Does AULL & MONROE participate in fund commitments or only direct deals?
The firm engages in both fund commitments and direct deals. AULL & MONROE allocates capital to private equity and hedge fund vehicles as well as pursuing direct investments and co-investments, using a balanced approach that provides diversification and potential for higher returns through direct control.
What investment stages does AULL & MONROE typically target?
AULL & MONROE targets a spectrum of investment stages, from early-stage venture capital to mature private equity buyouts and real estate assets. This multi-stage approach allows the family office to capitalize on opportunities across the risk-return spectrum, aligning with its goal of long-term wealth preservation and growth.
Which sectors does AULL & MONROE explicitly avoid?
AULL & MONROE does not publicly disclose any specific sectors it avoids. As a diversified family office, it likely maintains a flexible mandate to invest across industries, excluding only those that do not meet its risk-return criteria or are inconsistent with the family's values.
Where does the underlying wealth come from?
The source of wealth underlying AULL & MONROE is not publicly disclosed. Given the firm's name, it may be associated with an individual or family surname, but no public records confirm the origin of capital. This level of anonymity is common among family offices that prioritize privacy.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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