Monument Group Placement Agent Profile

Monument Group placement agent profile: middle-market specialist, emerging manager focus, first-time funds, fee structures.

4 min read
Monument Group Placement Agent Profile

Monument Group

Monument Group focuses on middle-market private equity and private credit fund placements with a reputation for successfully guiding emerging and first-time managers through the fundraising process.

Overview

  • Structure: Independent firm
  • Founded: 2002
  • Headquarters: Maryland
  • Focus: Middle-market and emerging managers
  • Minimum Fund Size: $50M+

Specializations

Primary Strategies:

  • Middle-market private equity
  • Private credit and direct lending
  • Real estate funds
  • First-time and emerging managers

Client Profile:

  • Emerging managers (Fund I-III)
  • Specialized GPs
  • Regional middle-market focus

Competitive Advantages

Emerging Manager Expertise

  • Extensive first-time fund experience
  • Appropriate expectations and guidance
  • Patient, consultative approach

Middle-Market Focus

  • Understanding of $50-300M fund dynamics
  • Appropriate LP network for smaller funds
  • Realistic positioning strategies

Fee Structure

  • Success Fees: 2.5-3% of capital raised
  • Minimum Fund Size: $50M+
  • Retainer: $25,000-$40,000/month
  • Flexible for emerging managers

Ideal Client Profile

Best for:

  • First-time fund managers
  • Middle-market strategies
  • Funds $50-300M
  • Emerging managers requiring guidance

Conclusion

Monument Group's focus on emerging managers and middle-market funds, combined with patient guidance approach, makes it well-suited for first-time and early-stage fund managers navigating institutional fundraising.