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Monex
Monex is an SEC-registered investment adviser in Houston, TX, registered since 2021. The firm manages $651 million in assets, with $530 million on a...
Monex
Monex is an SEC-registered investment adviser in Houston, TX, registered since 2021. The firm manages $651 million in assets, with $530 million on a discretionary basis. It has 20 employees and 17 investment advisers.
General information
Firm type
Asset Manager
Year founded
2021
Location
Region
North America
Country
United States
City
Houston
Corporate office
New York, NY, United States
Additional offices
Amsterdam, Netherlands · Mexico City, Mexico · San Francisco, CA, United States
Sector focus
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 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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