← Back to searchVisit website
MONTICELLOAM, LLC
CRD 173553 · SEC 801-106754
600 THIRD AVENUE, 21ST FLOOR, NEW YORK, NY, 10016, United States
Phone
646-844-3600
Fax
646-844-3610
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$923.3M
Discretionary AUM
$770.0M
Team
73 total employees; 62 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees; LOAN ORIGINATION, LOAN SERVICING, ADVISORY AND CONSULTING FEES
Org form
Limited Liability Company
Filing date
2026-04-27
Disciplinary history
No
Services
Portfolio management (pooled vehicles)ADVISORY SERVICES REGARDING LOAN INVESTMENTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $122.8M |
| Pooled investment vehicles | 41 | $800.6M |
States served
CA, NY
All web addresses on file
Official SEC filing: View on IAPD