Asset ManagerRIA · CRD 148123SEC-Registered

Updated:

Monex

Monex is an asset manager with an unspecific founding date and undisclosed ownership structure.

Monex

Monex is an asset manager with an unspecific founding date and undisclosed ownership structure. The firm's four offices span North America, Europe, and Latin America, naming New York as the primary hub. No founding principal or wealth origin has been publicly attributed to Monex. Monex targets real estate, infrastructure, and private credit across developed and emerging markets. The firm structures both direct investments and co-investments, with a stated global footprint that includes the United States, Mexico, and the Netherlands. Specific portfolio companies and deal sizes are not publicly disclosed. Monex does not publicize team size, total capital deployed, or the number of investment professionals. The firm maintains a multi-currency posture by operating offices in different jurisdictions, but no information on adjacent vehicles or philanthropic structures is available. No recent operational events have been documented in the last 24 months. A distinguishing feature of Monex is its four-location model bridging North America, Europe, and Latin America. This geographic spread suggests a deal-sourcing advantage across time zones and regulatory regimes, though the firm's mandate remains underspecified in public sources. Succession and governance structures are not disclosed.

Website
monex.com

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Additional offices

Amsterdam, Netherlands · Mexico City, Mexico · San Francisco, CA, United States

Sector focus

Real EstateInfrastructurePrivate Credit

Frequently asked questions

Who runs investment decisions at Monex?

Monex does not publicly name its investment committee, CEO, or CIO. No named principals are listed on the firm's website or in public sources as of mid-2026.

How does Monex source proprietary deal flow?

Monex's office locations in New York, Amsterdam, Mexico City, and San Francisco suggest a cross-border origination model. The firm does not describe its sourcing method publicly.

Is Monex structured as a single family office or does it operate more like a venture firm?

Monex operates as an asset manager with no public designation as a family office. Its multi-office structure and asset-class focus on real estate, infrastructure, and private credit align with a traditional institutional manager.

Does Monex participate in fund commitments or only direct deals?

Monex states that it structures both direct investments and co-investments. Whether it also commits to external funds is not disclosed.

What investment stages does Monex typically target?

Monex does not specify whether it targets early-stage, growth-stage, or mature assets. Its stated focus on real estate, infrastructure, and private credit suggests a preference for income-generating or capital-intensive assets.

Which sectors does Monex explicitly avoid?

Monex has not publicly listed any excluded sectors. Its known focus covers real estate, infrastructure, and private credit.

Where does the underlying wealth come from?

Monex has not disclosed the origin of its capital. The firm does not identify as a family office, and no wealth source is attributable to its principals in public records.

Profile maintained by 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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