• Monogram Capital Partners closed its third fund, Monogram Capital Partners Fund III, at its $350 million hard cap.
• The fund was substantially oversubscribed with strong demand from returning and new investors.
• Monogram’s total regulatory AUM now stands at approximately $1.75 billion.
• Fund III received commitments from long-standing LPs as well as new institutional investors.
• The investor base includes endowments, foundations, family offices, funds of funds, and other institutions.
• The close reflects confidence in Monogram’s differentiated consumer-focused strategy.
• Founded in 2014, Monogram typically partners with founder-led and family-owned consumer businesses as their first institutional investor.
• The firm helps professionalize and scale companies while preserving entrepreneurial culture.
• Monogram invests across both consumer brands and the supply-chain/service businesses behind them.
• This dual-mandate model creates operational synergies intended to accelerate growth and value creation.
• Jared Stein, Co-Founder and Partner: “Our mission has always been to build enduring consumer businesses by pairing deep operational expertise with a long-term partnership mindset.”
• Oliver Nordlinger, Co-Founder and Partner: “With the closing of this fund, we will add greater depth to our team and resources across the firm. These efforts to further institutionalize Monogram are in service of building an enduring firm for many funds to come.”
• The firm positions itself as a bridge between family-held businesses and large-cap institutional capital.
• Monogram’s disciplined, data-driven approach and hands-on operational model underpin its strong performance.
• Portfolio companies have achieved ~3x revenue growth and >600bps EBITDA margin expansion on average for investments made 5+ years ago.
• Portfolio spans category disruptors and essential service providers.
• Representative investments include OLIPOP, Archer, Grand Fitness, Kidfresh, Precision Tri-State, D.S. & Durga, Vasco, and Chewy.
• Recent exit: Western Smokehouse, scaled from one to seven facilities, >1,200 jobs, and EBITDA expanded >10x.
• Fund III will continue Monogram’s strategy across four core verticals: Food & Beverage, Beauty & Personal Care, Pet, and Consumer/Business Services.
• The firm plans to expand its investment team and operating partner program to further institutionalize its platform.
• Monogram aims to continue identifying and scaling differentiated consumer businesses with targeted operational support.
