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Monticelloam, LLC

● SEC registered since 2015CRD 173553SEC# 801-106754New York, NY
Export (members)
Ranks #2,056 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$1.72B
Fund GAV
$813.4M
Private funds
35
Employees
75
Accounts
36
Location
New York, NY

Monticelloam, LLC assets under management

Monticelloam, LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2015. It reports $1.7 billion in regulatory assets under management and employs 75 people. Monticelloam, LLC manages 35 private funds with combined gross assets of $813.4 million, including 1330 Special, LLC. By regulatory assets, it ranks 2,056 of 5,911 private fund managers.

Monticelloam, LLC private funds

35 funds · $813.4M GAV
FundTypeGross assetsMin.
1330 Special, LLCPrivate Equity$180.4M
Monticelloam Opportunity Fund I LLCPrivate Equity$118.9M$100K
24 Acquisition, LLCPrivate Equity$61.6M$100K
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Monticelloam, LLC owners & executives

8 reported
NameTitleOwnershipSince
Alan Graham Litt ControlFounder, President25-50%2014
Bmj Saltaire, LLC ControlOwner25-50%2018
Jonathan Matthew Litt ControlFounder; Secretary/Treasurer; Chief Compliance Officer25-50%2014
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Frequently asked questions

How much does Monticelloam, LLC manage?

Monticelloam, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.

How many private funds does Monticelloam, LLC manage?

Monticelloam, LLC manages 35 private funds with combined gross assets of $813.4 million.

How many employees does Monticelloam, LLC have?

Monticelloam, LLC reports 75 employees.

Where is Monticelloam, LLC located?

Monticelloam, LLC is based in New York, NY and has been SEC-registered since 2015.

Does Monticelloam, LLC disclose fund performance?

Monticelloam, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address600 Third Avenue, 21st Floor, New York, NY 10016
Phone646-844-3600
Fax646-844-3610
Office hours9:00-5:00
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.54B
Non-discretionary$180.4M
Total (RAUM)$1.72B

Service providers