MONTICELLOAM, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 173553
- Registered since
- October 8, 2015
- Website
- monticelloam.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles86.7%
- Investment Companies13.3%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Monticelloam, LLC is a limited liability company registered with the SEC in 2015 that operates as a private equity fund manager serving institutional clients. The firm’s advisory mandate centers on portfolio management for pooled investment vehicles and it commonly serves as sponsor, general partner, or managing member of those vehicles. Compensation typically includes a percentage-of-AUM component plus performance-based fees (and other, unspecified fee types). Monticelloam does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3JONATHAN LITT
Co-Founder and Board MemberCRD 6445284
ALAN LITT
Co-FounderCRD 6445280
THOMAS LALLY
Co-FounderCRD 1081910
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 600 3rd Ave
- Time zone
- ET (UTC-5)
- Office locations
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