MONTICELLOAM, LLC
SEC Form ADV profile.
Total regulatory AUM
$923,349,093
Discretionary
$770,021,789
Non-discretionary
$153,327,304
Firm details
- CRD number
- 173553
- SEC file number
- 801-106754
- Main office
- NEW YORK, NY, United States
- Employees
- 73
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Performance-based Other
As of October 2026.