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Monotelo Wealth Partners
Andrew Hart launched Monotelo Wealth Partners in 2015 as an SEC-registered investment adviser, targeting high-net-worth families seeking a multi-family...
Monotelo Wealth Partners
Andrew Hart launched Monotelo Wealth Partners in 2015 as an SEC-registered investment adviser, targeting high-net-worth families seeking a multi-family office platform. The firm's structure blends traditional wealth management with direct investment access, positioning it between a pure RIA and a family office. Monotelo deploys capital across four primary asset classes: private credit, real estate, hedge funds, and private equity. The firm does not publicly disclose specific portfolio companies or co-investors, but its investment posture suggests a focus on middle-market deals and alternative strategies. Geographic coverage centers on North America, with a particular emphasis on the US market. The firm operates from a single office in New York City. Team size and total assets under management are not publicly disclosed. No philanthropic or adjacent operating vehicles have been identified in public records. The firm has not announced any major operational events in the last 24 months that are verifiable from published sources. Monotelo's structural differentiator lies in its multi-family office RIA model — it manages capital for multiple families while operating under a single regulated entity, rather than as a standalone family office. This structure allows the firm to pool resources across clients while maintaining regulatory compliance as an RIA, a distinction that affects its fee disclosure and fiduciary obligations.
General information
Firm type
Multi Family Office
Year founded
2015
AUM
Undisclosed (Altss estimate)
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Andrew M. Hart
Founder and Managing Principal
Sector focus
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 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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