John Mark Monroe

Employer firm

Monroe Capital Partners, LLC CRD 168275

$93.6M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → Present
  Monroe Capital Partners, Llc
  Williamsburg, VA
• 09/2013 → Present
  Capes Capital Management, Inc.
  Norfolk, VA

Previous Registrations

• 2020-01-16 → 2023-12-31
  Monroe Capital Partners, Llc
  Irvington, VA
• 2019-01-17 → 2019-12-31
  Monroe Capital Partners, Llc
  Irvington, VA
• 2013-07-12 → 2018-12-31
  Monroe Capital Partners, Llc
  Irvington, VA
• 2013-10-21 → 2018-08-02
  Capes Capital Management, Inc.
  Williamsburg, VA
• 2006-09-29 → 2013-05-14
  Chesapeake Wealth Management
  Williamsburg, VA
• 2003-02-24 → 2006-09-21
  Chesapeake Wealth Management
  Williamsburg, VA
• 2004-01-05 → 2005-12-20
  Bi Investments, Llc
  Williamsburg, VA
• 2001-02-09 → 2002-12-31
  Chesapeake Wealth Management
  Williamsburg, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  1990-01-18
• S63 Uniform Securities Agent State Law Examination
  1989-12-28

Other Names

• Mark Monroe