THE MONROE TEAM, INC
SEC file number 801-78478
· BURLINGAME, CA
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$35M
Discretionary AUM
$32M
Employees
3
Clients
—
Firm
- Address
- 1633 BAYSHORE HIGHWAY
BURLINGAME, CA 94010 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Monroe Capital Holdings LLC Medium name-match confidence · CIK 2151553 · TX
-
Monroe Capital Holdings LLC · D · Aug 24, 2026$525.3K