Quona Capital Management Llc
- Regulatory AUM
- $1.0B
- Discretionary
- $546M
- Clients
- 10
- Avg AUM / client
- $105M
- Accounts
- 10
- Employees
- 27
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 9 | $1.0B | 99.8% |
| Corporations and other businesses | 1 | $2.5M | 0.24% |
Private funds (8)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $1.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Accion Frontier Inclusion Fund, L.P. | Venture Capital Fund | Cayman Islands | $394M | 30 |
| Accion Quona Inclusion Fund, L.P. | Venture Capital Fund | Cayman Islands | $317M | 47 |
| Quona Accion Inclusion Fund Iii, L.P. | Venture Capital Fund | Cayman Islands | $311M | 75 |
| Quona Opportunity Fund, L.P. | Venture Capital Fund | Cayman Islands | $68.4M | 19 |
| Quona Blue Earth Special Opportunity Llc | Venture Capital Fund | Delaware | $19.4M | 4 |
| Quona Pipo Special Opportunity I, Llc | Venture Capital Fund | Delaware | $4.8M | 45 |
| Quona Pipo Special Opportunity Ii, Llc | Venture Capital Fund | Delaware | $967K | 13 |
| Quona Actyus Special Opportunity Llc | Venture Capital Fund | Delaware | $605K | 1 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Engel, Monica, Brand | Managing Member | May 2015 (11y) | ≈ 18.75% – 50% via Engel Inclusion Llc | |
| Whittle, Jonathan, Harold | Managing Member | May 2015 (11y) | ≈ 18.75% – 50% via Valeview Management Llc | |
| Mathewson, David, Lyle | Member, Coo, And Cco | Sep 2022 (4y) | Less than 5% | |
| Bosini, Johan, Nmn | Member | Dec 2022 (4y) | 5% – 10% | |
| Rengaswamy, Venkateshwaran, Ganesh | Managing Member | May 2023 (3y) | 25% – 50% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Valeview Management Llc | Managing Member | May 2015 | A | 25% – 50% |
| Engel Inclusion Llc | Managing Member | May 2014 | A | 25% – 50% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Engel, Monica, Brand: 75% – 100% of Engel Inclusion Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Whittle, Jonathan, Harold: 75% – 100% of Valeview Management Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (8, $1.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Accion Frontier Inclusion Fund, L.P. | Venture Capital Fund | $394M | $500K | 30 |
| Accion Quona Inclusion Fund, L.P. | Venture Capital Fund | $317M | $500K | 47 |
| Quona Accion Inclusion Fund Iii, L.P. | Venture Capital Fund | $311M | $500K | 75 |
| Quona Opportunity Fund, L.P. | Venture Capital Fund | $68.4M | $500K | 19 |
| Quona Blue Earth Special Opportunity Llc | Venture Capital Fund | $19.4M | $0 | 4 |
| Quona Pipo Special Opportunity I, Llc | Venture Capital Fund | $4.8M | $0 | 45 |
| Quona Pipo Special Opportunity Ii, Llc | Venture Capital Fund | $967K | $0 | 13 |
| Quona Actyus Special Opportunity Llc | Venture Capital Fund | $605K | $0 | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 2.91 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗