MONTICELLOAM, LLC
New York, United States · CRD 173553
SEC-registered investment adviser since 2015 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$923.3m
- Main clients (by assets)Private funds 87%, Mutual funds and ETFs 13%
- Private funds41 · $650.2m gross assets
- Form ADV · 2026-08-05SEC adviser record
- Kindprivate equity
- Others nearbyNew York, NY, White Plains, NY, Winnetka, IL, Conshohocken, PA, Richmond, VA, Tampa, FL
As an employer
- Staff (Form ADV)73 · 62 in investment roles
- Offices in1 country
- Private fundsprivate equity 41
Where they work
Offices
From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.
| City | People |
|---|---|
| New York, NY (main office)United States | about 41 |
| Northfield, ILUnited States | 5 |
| White Plains, NYUnited States | 5 |
| Conshohocken, PAUnited States | 4 |
| Richmond, VAUnited States | 4 |
| Tampa, FLUnited States | 2 |
| Coconut Grove, FLUnited States | 1 |
US visa salary filings
- Filings FY20251
- Median salary offered$130,000
- Middle half$130,000 – $130,000
- Job titles1
| Job title | Filings | Median |
|---|---|---|
| Project ManagerNew York, NY | 1 | $130,000 |
Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: MonticelloAM, LLC.
Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.