Form D · Hedge Fund

Monarch Investment Advisory Fund, LP

New York, NY · CIK 0002061135

Offering snapshot reported Mar 27, 2025 · SEC filing

Reported sold: Yet to sell
Investors reported: 0
Minimum accepted: $0
First sale: Yet to occur

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Mar 27, 2025	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-542338

Source: Form D, filed Mar 27, 2025. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

MONARCH INVESTMENT ADVISORY FUND, LP

Investment adviser: MONARCH INVESTMENT MANAGEMENT LP

Gross asset value: $14.1M
Beneficial owners: 15
ADV minimum commitment: $1M

Reported in Form ADV on May 1, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NAV CONSULTING, INC. OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor GRANT THORNTON LLP NEW YORK, New York, United States

Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No

Prime broker MAREX STAMFORD, Connecticut, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

GRANT THORNTON LLP
PCAOB 248

GOLDMAN SACHS & CO. LLC
SEC 8-129

Filing source

Form ADV 2096545 · May 1, 2026 · Schedule D 7.B.(1), fund 805-2563393281

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Li Boynton	Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

114 Liberty St., 2 A
New York, NY, 10006