Matt H. Mongia
Private Equity Investor at Cresset Partners LLC
Profile
Matt H.
Mongia is the founder of Curi Wealth Management LLC, which was founded in 2014.
He held the title of Managing Director from 2014 to 2018.
Currently, he is a Managing Director at Cresset Partners LLC, starting in 2021.
In his former positions, he worked as an Operating Advisor at Thoma Bravo LP from 2011 to 2014.
He also held positions at Monsoon Capital LLC, Franklin Street Advisors, Inc., Religare Global Asset Management, Inc., and FMR LLC.
Mr. Mongia obtained his undergraduate degree from Duke University in 1993.
Matt H. Mongia active positions
| Companies | Position | Start |
|---|---|---|
Cresset Partners LLC
 Cresset Partners LLC Investment ManagersFinance Cresset Partners LLC (Cresset Partners) is a private equity arm of Cresset Capital Management LLC founded in 2017 by Avy Stein and Eric Becker. The firm is headquartered in Chicago, Illinois. | Private Equity Investor | 01/04/2021 |
Former positions of Matt H. Mongia
| Companies | Position | End |
|---|---|---|
Curi Wealth Management LLC
 Curi Wealth Management LLC Investment ManagersFinance SharpVue Capital LLC (SharpVue Capital) is a private equity subsidiary of Curi Capital LLC founded in 2016. The firm is headquartered in Raleigh, North Carolina. | Founder | 01/01/2018 |
Thoma Bravo LP
 Thoma Bravo LP Investment ManagersFinance Thoma Bravo LP(Thoma Bravo) is a private equity firm founded in 2008 by Carl Dee Thoma and Orlando Bravo. The firm is headquartered in Chicago, Illinois. | Consultant / Advisor | 01/09/2014 |
Franklin Street Advisors, Inc.
 Franklin Street Advisors, Inc. Investment ManagersFinance Franklin Street Advisors, Inc. (FSA) is a registered investment advisor headquartered in Chapel Hill, North Carolina. The firm was founded by Robert (Bob) Eubanks Jr. in 1991 and is a wholly-owned subsidiary of Fifth Third Acquisition Holdings LLC, ultimately held by Fifth Third Bancorp (NASDAQ: FITB). FSA delivers high touch investment management services to high net worth individuals and institutional investors. | Portfolio Manager-Equities | 31/12/2005 |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
Monsoon Capital LLC
 Monsoon Capital LLC Investment ManagersFinance Monsoon Capital LLC is an independent hedge fund manager headquartered in Wilmington, Delaware. The firm was founded by Gautam Prakash in 2004. They provide investment advice to endowments, foundations, pension plans, family offices, and high net-worth individuals in the US, Europe and Asia. | Corporate Officer/Principal | - |
Training of Matt H. Mongia
| Duke University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Franklin Street Advisors, Inc.
Franklin Street Advisors, Inc. Investment ManagersFinance Franklin Street Advisors, Inc. (FSA) is a registered investment advisor headquartered in Chapel Hill, North Carolina. The firm was founded by Robert (Bob) Eubanks Jr. in 1991 and is a wholly-owned subsidiary of Fifth Third Acquisition Holdings LLC, ultimately held by Fifth Third Bancorp (NASDAQ: FITB). FSA delivers high touch investment management services to high net worth individuals and institutional investors. | Finance |
Cresset Partners LLC
Cresset Partners LLC Investment ManagersFinance Cresset Partners LLC (Cresset Partners) is a private equity arm of Cresset Capital Management LLC founded in 2017 by Avy Stein and Eric Becker. The firm is headquartered in Chicago, Illinois. | Finance |
Monsoon Capital LLC
Monsoon Capital LLC Investment ManagersFinance Monsoon Capital LLC is an independent hedge fund manager headquartered in Wilmington, Delaware. The firm was founded by Gautam Prakash in 2004. They provide investment advice to endowments, foundations, pension plans, family offices, and high net-worth individuals in the US, Europe and Asia. | Finance |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
Thoma Bravo LP
Thoma Bravo LP Investment ManagersFinance Thoma Bravo LP(Thoma Bravo) is a private equity firm founded in 2008 by Carl Dee Thoma and Orlando Bravo. The firm is headquartered in Chicago, Illinois. | Finance |
Religare Global Asset Management, Inc.
 Religare Global Asset Management, Inc. Financial ConglomeratesFinance Part of Religare Enterprises Ltd., Religare Global Asset Management, Inc. operates as an alternate investment manager. The company is based in New York, NY. | Finance |
Curi Wealth Management LLC
Curi Wealth Management LLC Investment ManagersFinance SharpVue Capital LLC (SharpVue Capital) is a private equity subsidiary of Curi Capital LLC founded in 2016. The firm is headquartered in Raleigh, North Carolina. | Finance |
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