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Monument Group operates as a global independent placement agent and secondaries advisory partner for alternative investments. The firm specializes in capital formation for private funds and liquidity solutions, including primary fundraisings, LP secondaries, GP-led transactions, and strategic advisory. They connect institutional investors with private fund managers, applying expertise for diverse capital needs across private markets.
Co-founded in 1994 by Alicia Cooney, CFA, Monument Group began as a small Boston-based team. The initial insight recognized growing demand for specialized expertise in capital raising and portfolio management within alternative investments. Cooney established the firm to provide independent counsel and strategic execution for private market participants, leveraging deep industry experience.
Monument Group serves general partners seeking capital and limited partners needing liquidity or portfolio optimization in private investments. The firm aims to remain a leading independent capital advisory and fundraising partner, delivering tailored, high-quality services. It adapts to private market dynamics, focusing on client outcomes and long-term strategic objectives.
Monument Group has 1 tracked investment across 1 company. The latest tracked deal is $9.3M Series B in iCapital Network, Inc. in October 2014.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Oct 22, 2014 | iCapital Network, Inc. | $9.3M Series B | — | Capstone Partners, Credit Suisse, Eaton Partners, Evercore Partners, GEN II Fund Services, Dinkar Jetley, PJT Partners |