SourcingSourcing

MONIMUS CAPITAL MANAGEMENT, LP

C44
CRD 309855·SEC 801-119316·WOODBRIDGE, NJ
AUM
$204.2M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$613K
@ 30% margin
Est. Deal Value
$4.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MONIMUS CAPITAL MANAGEMENT, LP
CRD
309855
SEC file #
801-119316
EIN
000000000
DBA names
—

Economics

AUM
$204.2M
AUM band
$100M-$500M
AUM trajectory
'21'26
$118.7M → $204.2M▲ +72%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'21'26
3 advisors → 3 advisors▬ 0%
Primary office
WOODBRIDGE NJ
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
monimuscapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BELLINGER, BRIAN, JEFFREY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BELLINGER, BRIAN, JEFFREY
BRIGGS, BENJAMIN, F
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MONIMUSCAPITAL.COM
Rdap Domain Creation Date
2020-05-27T01:25:03Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001841093
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2021-01-20
Edgar Last Filing Date
2026-01-22
Edgar Form D Count
6
Edgar Form D Offerings
2026-01-222026-01-22 · 0000905148-26-000286
2025-01-222025-01-22 · 0001841093-25-000001

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2828
Soi Zip Pct 200k Plus
0.0779
Soi Zip Returns 200k Plus
890
Soi Zip Total AGI
1,179,557
Fdic Zip Total Deposits
55,651,403,000
Fdic Zip Branch Count
485
Fdic Zip Top Banks
Bessemer Trust Company
TD Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Jpmorgan3
U.s. Bank1
Edgar Addresses
Mailing
10 WOODBRIDGE CENTER DRIVE, SUITE 500WOODBRIDGE, NJ 07095
Business
10 WOODBRIDGE CENTER DRIVE, SUITE 500WOODBRIDGE, NJ 07095
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-01-22 · 0000905148-26-000286
D/A2025-01-22 · 0001841093-25-000001
Fdic Zip Branches Raw
Bankers SavingsWoodbridge, NJ
Bankers SavingsWoodbridge, NJ
Fdic Zip HHI
1263.47
Fdic Zip Top Bank Share Pct
31.51
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-27T01:25:03Z
Rdap Domain Last Changed
2022-11-12T16:18:09Z
Rdap Nameservers
Ns59.domaincontrol.comNs60.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI31,754
Returns2,530
Stub 2
AGI85,834
Returns2,310
Stub 3
AGI119,219
Returns1,930
Soi Zip Total Business Income
26,522
Soi Zip Total Cap Gains
128,334
Soi Zip Total Dividends
81,307
Soi Zip Total Returns
11,420
Top Owner CRD
5358173
Trust Company Affiliate
No

People (2)

2
BELLINGER, BRIAN, JEFFREY
Direct Owner · 87.5%
5358173
BRIGGS, BENJAMIN, F
Executive Officer · 2.5%
5291315