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Building 2MONTICELLOAM, LLC

Map pinNEW YORK, NY
Phone646-844-3600
NotebookSEC #801-106754
Total AUM
$923.3M
Employees
73
Clients
42

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 THIRD AVENUE
21ST FLOOR
NEW YORK
NY 10016
United States
Operating Hours
9:00-5:00
Monday - Friday
Phone
646-844-3600
Other Offices
5

ReceiptFinancials

Total AUM
$923.3M
Accounts
42
Discretionary
$770M
Accounts
41
Non-Discretionary
$153.3M
Accounts
1

ContactClients

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Investment Company Clients
1
AUM
$122.8M
Pooled Vehicle Clients
41
AUM
$800.6M

Briefcase businessServices

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Services Offered
Other ServicesPooled Vehicle Portfolio Management
Other Services
ADVISORY SERVICES REGARDING LOAN INVESTMENTS
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
LOAN ORIGINATION, LOAN SERVICING, ADVISORY AND CONSULTING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CANY

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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