# Moneta Group

Moneta Group is a Multi Family Office based in St. Louis, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** St. Louis, United States
- **Region:** North America
- **Address:** 190 Carondelet Plaza, Suite 1200, St. Louis, MO 63105, USA
- **Founded:** 1869
- **Assets under management:** 42700 (Altss estimate)
- **Website:** monetagroup.com
- **LinkedIn:** https://www.linkedin.com/company/monetagroup

## Regulatory record

- **CRD number:** 104727
- **SEC file number:** 801-34723
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/104727

## About

Moneta Group runs a multi-family office from St. Louis, United States. The firm began in 1869 as a 19th-century insurance brokerage that evolved into one of the nation’s earliest financial-planning practices. Partner-owned advisors oversee substantial multigenerational wealth and provide fiduciary advice, tax and estate planning, private markets access, and an in-house trust company that simplifies intergenerational transfers.

## Sectors

- Data Analytics
- Healthcare Services
- Industrial Tech
- Energy Transition & Renewables
- PropTech
- AI/ML
- Biotech

## Offices

- Mission Woods, KS, United States
- Chicago, IL, United States
- Denver, CO, United States
- Worcester, MA, United States

## People

- Eric Kittner — CEO and Chairman
- Aoifinn Devitt — CIO

## Questions

### Who runs investment decisions at Moneta Group?

Eric Kittner serves as CEO and Chairman. Aoifinn Devitt holds the CIO role and represents the firm at external wealth management events.

### How does Moneta Group source proprietary deal flow?

The firm participates in industry panels such as SXSW sessions on VC allocation alongside groups including Sapphire Partners and Capital Creek Partners.

### Does Moneta Group participate in fund commitments or only direct deals?

The firm uses fund-of-funds structures in addition to direct co-investments and SPVs across private equity and other alternative asset classes.

## Related profiles

- [Lido Advisors Family Office](https://altss.com/profile/lido-advisors-family-office)
- [Jasper Ridge Partners](https://altss.com/profile/jasper-ridge-partners)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/moneta-group

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology