WEST MONROE CAPITAL, LLC
Legal name: WEST MONROE CAPITAL
CRD #317408 SEC #802-123318 CHICAGO, IL 312-980-9355
State Registered Exempt Reporting Private Funds
Total AUM
--
Discretionary
--
Employees
--
Clients
--
Accounts
--
Firm Details
- Organization Type
- --
- State of Formation
- --
- Fiscal Year End
- --
- Registration Date
- --
- Latest Filing
- Apr 2, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Freiman, Daniel | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JACOBSEN, BRIAN, LAWRENCE | I | MANAGING DIRECTOR | NA | Control |
| JACOBSEN, BRIAN, LAWRENCE | I | MANAGING DIRECTOR | NA | Control |
| JACOBSEN, BRIAN, LAWRENCE | I | MANAGING DIRECTOR | NA | Control |
| JACOBSEN, BRIAN, LAWRENCE | I | MANAGING DIRECTOR | NA | Control |
| Jones, Zachary, Michael | I | CFO AND TREASURER | NA | Control |
| Jones, Zachary, Michael | I | CFO AND TREASURER | NA | Control |
| Lynch, Kimberly | I | SECRETARY | NA | Control |
| Lynch, Kimberly | I | SECRETARY | NA | Control |
| Lynch, Kimberly | I | SECRETARY | NA | Control |
| Lynch, Kimberly | I | SECRETARY | NA | Control |
| McCarty, Kevin, Joseph | I | CEO | NA | |
| McCarty, Kevin, Joseph | I | CEO | NA | |
| McCarty, Kevin, Joseph | I | CEO | NA | |
| McCarty, Kevin, Joseph | I | CEO | NA | |
| WEST MONROE PARTNERS, INC. | DE | MEMBER | E | Control |
| WEST MONROE PARTNERS, INC. | DE | MEMBER | E | Control |
| WEST MONROE PARTNERS, INC. | DE | MEMBER | E | Control |
| WEST MONROE PARTNERS, INC. | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MSD CAPITAL (GP) III, LLC | DE | MSD WM PARTNERS, L.P. | F | |
| MSD CAPITAL, L.P. | DE | MSD PRIVATE CAPITAL INVESTMENTS, L.P. | F | |
| MSD CAPITAL, L.P. | DE | MSD PRIVATE CAPITAL INVESTMENTS, L.P. | F | |
| MSD CAPITAL, L.P. | DE | MSD PRIVATE CAPITAL INVESTMENTS, L.P. | F | |
| MSD PARTNERS (GP) - PCG, LLC | DE | MSD WM PARTNERS, L.P. | F | |
| MSD PARTNERS (GP) - PCG, LLC | DE | MSD WM PARTNERS, L.P. | F | |
| DELL, MICHAEL, SAUL | I | MSD CAPITAL, L.P. | E | |
| DELL, MICHAEL, SAUL | I | MSD PORTFOLIO L.P. -- INVESTMENTS | E | |
| DELL, MICHAEL, SAUL | I | MSD CAPITAL, L.P. | E | |
| DELL, MICHAEL, SAUL | I | MSD PORTFOLIO L.P. -- INVESTMENTS | E | |
| DELL, MICHAEL, SAUL | I | MSD CAPITAL, L.P. | E | |
| DELL, MICHAEL, SAUL | I | MSD PORTFOLIO L.P. -- INVESTMENTS | E | |
| WEST MONROE ENTERPRISES, INC. | DE | WMC INTERMEDIATECO, INC. | E | Control |
| WEST MONROE ENTERPRISES, INC. | DE | WMC INTERMEDIATECO, INC. | E | Control |
| WMC BIDCO, INC. | DE | WMC INTERMEDIATECO, INC. | E | Control |
| WMC INTERMEDIATECO, INC. | DE | WEST MONROE PARTNERS, INC. | E | Control |
| WMC INTERMEDIATECO, INC. | DE | WEST MONROE PARTNERS, INC. | E | Control |
| WMC INTERMEDIATECO, INC. | DE | WEST MONROE PARTNERS, INC. | E | Control |
| WEST MONROE PARTNERS, INC. 401(K) TRUST | DE | WMC BIDCO, INC. | D | Control |
| WEST MONROE PARTNERS, INC. 401(K) TRUST | DE | WEST MONROE ENTERPRISES, INC. | D | Control |
| WEST MONROE PARTNERS, INC. 401(K) TRUST | DE | WEST MONROE ENTERPRISES, INC. | D | Control |
| MSD PORTFOLIO L.P. -- INVESTMENTS | DE | MSD PRIVATE CAPITAL INVESTMENTS, L.P. | C | |
| MSD PORTFOLIO L.P. -- INVESTMENTS | DE | MSD PRIVATE CAPITAL INVESTMENTS, L.P. | C | |
| MSD PORTFOLIO L.P. -- INVESTMENTS | DE | MSD PRIVATE CAPITAL INVESTMENTS, L.P. | C | |
| MSD PRIVATE CAPITAL INVESTMENTS, L.P. | DE | MSD WM PARTNERS, L.P. | C | |
| MSD PRIVATE CAPITAL INVESTMENTS, L.P. | DE | MSD WM PARTNERS, L.P. | C | |
| MSD PRIVATE CAPITAL INVESTMENTS, L.P. | DE | MSD WM PARTNERS, L.P. | C | |
| MSD WM PARTNERS, L.P. | DE | WMC BIDCO, INC. | C | |
| MSD WM PARTNERS, L.P. | DE | WEST MONROE ENTERPRISES, INC. | C | |
| MSD WM PARTNERS, L.P. | DE | WEST MONROE ENTERPRISES, INC. | C |
Registrations
Federal
ERA
Apr 2, 2025 REGISTERED
Address
311 WEST MONROE STREET, 14TH FLOORCHICAGO, IL 60606
United States
Phone: 312-980-9355