Investment adviser · CRD 317408

WEST MONROE CAPITAL

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

WEST MONROE CAPITAL, LLC

CHICAGO, IL, United States · Form ADV filed Mar 30, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

6 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

WEST MONROE CAPITAL FUND II, LLCPrivate Equity Fund · Last reported Mar 30, 2026$37.8MGross asset value

Form D fundraising filings

West Monroe Capital Fund II, LLC

Fund administrator UMB FUND SERVICES CHADDS FORD, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PLANTE MORAN CHICAGO, Illinois, United States
Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Custodian WINTRUST BANK, N.A. CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PLANTE MORAN
PCAOB 166

Fund details & source
Fund ID
805-3093397722
Reported beneficial owners
71
Minimum commitment
$250K
Form D file number
021-406674

Form ADV 2079941 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WEST MONROE CAPITAL FUND III, LLCPrivate Equity Fund · Last reported Mar 30, 2026$25.5MGross asset value

Form D fundraising filings

West Monroe Capital Fund III, LLC

Fund administrator CARTA INVESTOR SERVICES, INC. SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PLANTE MORAN CHICAGO, Illinois, United States
Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Custodian WINTRUST BANK, N.A. CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PLANTE MORAN
PCAOB 166

Fund details & source
Fund ID
805-8375074201
Reported beneficial owners
72
Minimum commitment
$250K
Form D file number
021-505692

Form ADV 2079941 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WMC SUNDAY INVESTORS I, LLCPrivate Equity Fund · Last reported Mar 30, 2026$16.4MGross asset value

Form D fundraising filings

WMC Sunday Investors I, LLC

Fund administrator UMB FUND SERVICES CHADDS FORD, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PLANTE MORAN CHICAGO, Illinois, United States
Custodian JP MORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PLANTE MORAN
PCAOB 166

Fund details & source
Fund ID
805-2588681226
Reported beneficial owners
59
Minimum commitment
$250K
Form D file number
021-433836

Form ADV 2079941 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WEST MONROE CAPITAL FUND I, LLCPrivate Equity Fund · Last reported Mar 30, 2026$10.7MGross asset value

Form D fundraising filings

West Monroe Capital Fund I, LLC

Fund administrator UMB FUND SERVICES CHADDS FORD, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PLANTE MORAN CHICAGO, Illinois, United States
Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PLANTE MORAN
PCAOB 166

Fund details & source
Fund ID
805-5526097995
Reported beneficial owners
57
Minimum commitment
$250K
Form D file number
021-352998

Form ADV 2079941 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WEST MONROE CAPITAL FUND III-PARALLEL A, LLCPrivate Equity Fund · Last reported Mar 30, 2026$8.28MGross asset value

Form D fundraising filings

West Monroe Capital Fund III-Parallel A, LLC

Fund administrator CARTA INVESTOR SERVICES, INC. SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PLANTE MORAN CHICAGO, Illinois, United States
Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Custodian WINTRUST BANK, N.A. CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PLANTE MORAN
PCAOB 166

Fund details & source
Fund ID
805-3921258384
Reported beneficial owners
25
Minimum commitment
$100K
Form D file number
021-505693

Form ADV 2079941 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

WMC DIRECTOR FUND I, LLCPrivate Equity Fund · Last reported Mar 30, 2026$7.93MGross asset value

Form D fundraising filings

WMC Director Fund I, LLC

Fund administrator UMB FUND SERVICES CHADDS FORD, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PLANTE MORAN CHICAGO, Illinois, United States
Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Custodian WINTRUST BANK, N.A. CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PLANTE MORAN
PCAOB 166

Fund details & source
Fund ID
805-3753354527
Reported beneficial owners
89
Minimum commitment
$5K
Form D file number
021-406512

Form ADV 2079941 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

311 WEST MONROE STREET, 14TH FLOOR
CHICAGO, IL, 60606, United States

CRD 317408

Filing source

Form ADV 2079941 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.