Matt H. Mongia
Private Equity Investor bei Cresset Partners LLC
Profil
Matt H.
Mongia is the founder of Curi Wealth Management LLC, which was founded in 2014.
He held the title of Managing Director from 2014 to 2018.
Currently, he is a Managing Director at Cresset Partners LLC, starting in 2021.
In his former positions, he worked as an Operating Advisor at Thoma Bravo LP from 2011 to 2014.
He also held positions at Monsoon Capital LLC, Franklin Street Advisors, Inc., Religare Global Asset Management, Inc., and FMR LLC.
Mr. Mongia obtained his undergraduate degree from Duke University in 1993.
Aktive Positionen von Matt H. Mongia
Unternehmen | Position | Beginn |
---|---|---|
Cresset Partners LLC
Cresset Partners LLC Investment ManagersFinance Cresset Partners LLC (Cresset Partners) is a private equity arm of Cresset Capital Management LLC founded in 2017 by Avy Stein and Eric Becker. The firm is headquartered in Chicago, Illinois. | Private Equity Investor | 01.04.2021 |
Ehemalige bekannte Positionen von Matt H. Mongia
Unternehmen | Position | Ende |
---|---|---|
Curi Wealth Management LLC
Curi Wealth Management LLC Investment ManagersFinance SharpVue Capital LLC (SharpVue Capital) is a private equity subsidiary of Curi Capital LLC founded in 2016. The firm is headquartered in Raleigh, North Carolina. | Gründer | 01.01.2018 |
Thoma Bravo LP
Thoma Bravo LP Investment ManagersFinance Thoma Bravo LP(Thoma Bravo) is a private equity firm founded in 2008 by Carl Dee Thoma and Orlando Bravo. The firm is headquartered in Chicago, Illinois. | Berater | 01.09.2014 |
Franklin Street Advisors, Inc.
Franklin Street Advisors, Inc. Investment ManagersFinance Franklin Street Advisors, Inc. (FSA) is a registered investment advisor headquartered in Chapel Hill, North Carolina. The firm was founded by Robert (Bob) Eubanks Jr. in 1991 and is a wholly-owned subsidiary of Fifth Third Acquisition Holdings LLC, ultimately held by Fifth Third Bancorp (NASDAQ: FITB). FSA delivers high touch investment management services to high net worth individuals and institutional investors. | Portfolio Manager-Aktien | 31.12.2005 |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
Monsoon Capital LLC
Monsoon Capital LLC Investment ManagersFinance Monsoon Capital LLC is an independent hedge fund manager headquartered in Wilmington, Delaware. The firm was founded by Gautam Prakash in 2004. They provide investment advice to endowments, foundations, pension plans, family offices, and high net-worth individuals in the US, Europe and Asia. | Corporate Officer/Principal | - |
Ausbildung von Matt H. Mongia
Duke University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 7 |
---|---|
Franklin Street Advisors, Inc.
Franklin Street Advisors, Inc. Investment ManagersFinance Franklin Street Advisors, Inc. (FSA) is a registered investment advisor headquartered in Chapel Hill, North Carolina. The firm was founded by Robert (Bob) Eubanks Jr. in 1991 and is a wholly-owned subsidiary of Fifth Third Acquisition Holdings LLC, ultimately held by Fifth Third Bancorp (NASDAQ: FITB). FSA delivers high touch investment management services to high net worth individuals and institutional investors. | Finance |
Religare Global Asset Management, Inc.
Religare Global Asset Management, Inc. Financial ConglomeratesFinance Part of Religare Enterprises Ltd., Religare Global Asset Management, Inc. operates as an alternate investment manager. The company is based in New York, NY. | Finance |
Monsoon Capital LLC
Monsoon Capital LLC Investment ManagersFinance Monsoon Capital LLC is an independent hedge fund manager headquartered in Wilmington, Delaware. The firm was founded by Gautam Prakash in 2004. They provide investment advice to endowments, foundations, pension plans, family offices, and high net-worth individuals in the US, Europe and Asia. | Finance |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
Cresset Partners LLC
Cresset Partners LLC Investment ManagersFinance Cresset Partners LLC (Cresset Partners) is a private equity arm of Cresset Capital Management LLC founded in 2017 by Avy Stein and Eric Becker. The firm is headquartered in Chicago, Illinois. | Finance |
Thoma Bravo LP
Thoma Bravo LP Investment ManagersFinance Thoma Bravo LP(Thoma Bravo) is a private equity firm founded in 2008 by Carl Dee Thoma and Orlando Bravo. The firm is headquartered in Chicago, Illinois. | Finance |
Curi Wealth Management LLC
Curi Wealth Management LLC Investment ManagersFinance SharpVue Capital LLC (SharpVue Capital) is a private equity subsidiary of Curi Capital LLC founded in 2016. The firm is headquartered in Raleigh, North Carolina. | Finance |