Multi-Family OfficeRIA · CRD 287495SEC-Registered

Updated:

Monotelo Wealth Partners

Monotelos Wealth Partners is an SEC-registered investment adviser in Elgin, IL. The firm manages approximately $40 million in regulatory assets.

Monotelo Wealth Partners

Monotelos Wealth Partners is an SEC-registered investment adviser in Elgin, IL. The firm manages approximately $40 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Year founded

2015

Location

Region

North America

Country

United States

City

Elgin

Corporate office

New York, NY, United States

Principals

Andrew M. Hart

Founder and Managing Principal

Sector focus

Private CreditReal EstateHedge FundsPrivate Equity

Frequently asked questions

Who runs investment decisions at Monotelo Wealth Partners?

Andrew Hart, founder and managing principal, leads investment decisions at Monotelo. The firm does not publicly disclose a formal investment committee or CIO role. Hart's background includes experience in wealth management and family office advisory, but specific professional history prior to founding Monotelo is not detailed in public records.

How does Monotelo Wealth Partners source proprietary deal flow?

Monotelo does not publicly describe its deal sourcing process. As a multi-family office RIA, the firm likely relies on relationships with investment banks, intermediaries, and other family offices to access deal flow. No proprietary platform or fund structure has been disclosed.

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

Monotelo is structured as an SEC-registered investment adviser (RIA) operating a multi-family office model. It serves multiple wealthy families rather than a single principal family, which distinguishes it from a single-family office. The firm does not operate as a venture capital firm — its focus is on traditional alternative asset allocation (private credit, real estate, hedge funds, private equity) rather than early-stage venture investing.

Does Monotelo Wealth Partners participate in fund commitments or only direct deals?

The firm's exact fund structure is not publicly detailed. Based on its disclosed asset-class mix — private credit, real estate, hedge funds, and private equity — it likely participates in both fund commitments and direct deals. However, without specific portfolio data, this remains an inference.

What investment stages does Monotelo Wealth Partners typically target?

Monotelo does not publicly specify target investment stages. Its allocation to private credit and real estate suggests a focus on lower-middle-market and opportunity-zone structures. Hedge fund exposure implies both long/short equity and event-driven strategies. No stage-specific language (e.g., growth equity, venture, distressed) appears in public records.

Where does the underlying wealth come from that Monotelo manages?

The origin of the capital managed by Monotelo is not publicly disclosed. The firm does not name a specific family or fortune as the source of its AUM. As a multi-family office, it aggregates capital from multiple families, but the identity and source of those families are not available in public records.

What is Monotelo Wealth Partners' known posture on co-investments alongside external GPs?

Monotelo has not publicly discussed its co-investment strategy. Given its multi-family office model and focus on alternatives, co-investments alongside external GPs are plausible but not confirmed. No specific co-investment deals or partnerships have been identified in published sources.

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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