Monogram Capital Partners

What Monogram Capital Partners does

Monogram Capital Partners is a Los Angeles-based private equity firm founded in 2014 that invests exclusively in lower middle-market consumer and retail companies. Co-founded by Jared Stein and Oliver Nordlinger — alumni of Leonard Green & Partners, Bain Capital, and Golden Gate Capital — the firm targets businesses with $5 million to $250+ million in revenue, deploying up to $50+ million of equity per transaction with flexible capital structures. The firm manages approximately $1.75 billion in regulatory assets under management across three funds, with Fund III closing at $350 million in November 2025 above its hard cap. The firm operates across six sector verticals: Food & Beverage, Beauty & Personal Care, Pets, Consumer Healthcare, Apparel Manufacturing, and 4-Wall/Services.

Monogram's active portfolio spans Tru Fragrance & Beauty (fragrance brands and licenses, projected to exceed $100 million in 2024 sales), Luckyscent (niche fragrance e-commerce and Scent Bar retail), Precision Door Tri-State (garage door services across nine states), Western Smokehouse Partners (better-for-you meat sticks), The Vasco Group (sports surfacing platform with multiple add-ons), Prime Matter Labs (beauty contract manufacturing that acquired Mana Products), and Foundry Brands (personal care and lifestyle brand portfolio). The firm differentiates itself through deep operating advisor talent, including former senior executives from Kellogg, The Row, Violet Grey, and Driven Brands, and through an explicit value-add thesis of providing strategic guidance in brand building, marketing, recruiting, operations, supply chain/distribution, and financing support alongside capital deployment.

The business model follows a traditional LP/GP private equity structure, generating revenue through management fees (typically ~1.5–2.0% of committed capital) and carried interest on realized exits. Distribution of investment opportunities is sourced through direct founder/management relationships, proprietary networks built over decades at top-tier PE firms, and intermediary relationships with investment banks such as Boxwood Partners for add-on acquisitions. Recent strategic activity has emphasized platform-plus-add-on build-outs (notably in sports surfacing and protein snacks) and selective direct-to-consumer retail expansion through Luckyscent/Scent Bar.

Name

Monogram Capital Partners

Legal name

Monogram Capital Partners

Website

https://monogramcapital.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

Monogram Capital Partners is a Beverly Hills-based private equity firm founded in 2014 that invests exclusively in lower middle-market consumer and retail companies. The firm manages approximately $1.75 billion in assets, deploying flexible equity capital of up to $50+ million per investment.

Ownership category

akta.pro rank

Product category

Private Equity Investment Management

NAICS

Other Investment Pools and Funds (5259), Other Financial Investment Activities (5239)

SIC

Investment Advice (6282)

akta.pro primary industry

Multi-Sector / Generalist Growth Equity (FSANACAO)

akta.pro secondary industry

Sector-Focused Venture Capital (Vertical Specialists) (FSANAAAD)

Keywords

• Private equity investing
• Consumer brand investments
• Retail sector investing
• Lower middle market
• Growth capital

Headquarters

HQ city

Beverly Hills

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Others

Distribution channels1 record

Marketing channels1 record

Core offering

Monogram Capital Partners is a private equity investment firm that provides flexible equity capital (up to $50+ million per investment), strategic guidance, and operational expertise to lower middle market consumer and retail companies with $5 to $250+ million in revenue. The firm typically takes majority ownership positions in partnership with existing management teams, deploying capital across six sector verticals: Food & Beverage, Beauty & Personal Care, Pets, Consumer Healthcare, Apparel Manufacturing, and 4-Wall/Services.

Product overview

Monogram Capital Partners is a Los Angeles-based private equity firm founded in 2014 that provides capital, strategic guidance, and operational expertise to consumer and retail companies. The firm operates Fund III, a $350 million investment vehicle, while managing approximately $1.75 billion in total regulatory assets under management. Monogram's investment strategy focuses on six sector verticals: Food & Beverage, Beauty & Personal Care, Pets, Consumer Healthcare, Apparel Manufacturing, and 4-Wall/Services. The firm targets companies ranging from $5 to $250+ million in revenue and deploys up to $50+ million of equity capital per investment. Monogram's portfolio includes platform investments such as Tru Fragrance & Beauty, Vasco Group, Precision Door Tri-State, Western Smokehouse Partners, Luckyscent, Prime Matter Labs, and Foundry Brands, spanning fragrance, sports surfacing, home services, food manufacturing, and beauty manufacturing sectors.

Differentiator

Problem solved

Functional benefit

Products and services

• Fund III Monogram Capital Partners' third private equity fund, a $350 million oversubscribed investment vehicle for consumer and retail companies, bringing total regulatory assets under management to approximately $1.75 billion.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• KarpReilly: Consumer-focused growth equity firm investing in lower-middle-market brands. Directly comparable to Monogram in vertical specialization, ticket size, and consumer/retail focus; multiple Monogram team members previously worked at KarpReilly.
• Castanea Partners: Specialist consumer growth equity firm investing in branded consumer products, retail, and consumer services. Mirrors Monogram's sector focus, ticket size, and operating-value-add approach; Monogram principal Michael Li previously worked at Castanea.
• TSG Consumer Partners: Long-tenured consumer/retail growth equity firm investing in branded consumer companies. Comparable in sector focus (beauty, food, health) and operating-partner model, though TSG typically invests at slightly larger scale.
• L Catterton: Largest consumer-focused private equity firm globally, investing across beauty, food, retail, and consumer health. Closest large-scale comparable to Monogram's consumer thesis with similar brand-building operating model.
• Encore Consumer Capital: Lower-middle-market consumer specialist PE firm focused on branded consumer products and retail. Closely comparable to Monogram in size, sector focus, and revenue range ($5–$250M+).
• Periscope Equity: Lower-middle-market PE firm focused on consumer services, including franchise and 4-wall businesses. Highly comparable to Monogram's services vertical (garage doors, sports surfacing, fitness) at similar ticket size.
• CAVU Consumer Partners: Growth equity firm focused on emerging consumer brands across food, beverage, beauty, and wellness. Comparable ticket size, consumer-only mandate, and operating-partner value-add model.

Broad incumbents

• Golden Gate Capital: Generalist middle-market PE with strong consumer/retail practice. Co-founder Jared Stein was previously at Golden Gate; comparable operating model though broader sector mandate.
• Leonard Green & Partners: Large-cap consumer/retail-focused PE firm. Co-founder Oliver Nordlinger was previously at Leonard Green; broader scale and larger check size but same consumer vertical.
• Berkshire Partners: Generalist middle-market PE firm with an active consumer/retail vertical. Monogram principal Kristina Lee previously worked on its private equity team; comparable consumer expertise though broader sector mandate.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles17 records

Subsidiaries6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A4 records

Investments33 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Monogram Capital Partners