Founder, President · Monticelloam, LLC
Alan G. Litt
CRD 6445280 · Named on Form ADV at one SEC-registered adviser
At a glance
Monticelloam, LLC, an SEC-registered private fund adviser based in New York, NY with $923 million in regulatory assets, lists Alan G. Litt on its Form ADV as Founder, President, a control person.
Firms and roles
- Monticelloam, LLCFounder, PresidentPrivate fund adviser · New York, NY · $923M in regulatory assets
AtlasMembers
Alan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Thomas J. LallyFounder, Vice President, Monticelloam, LLC
- Jonathan M. LittFounder; Secretary/treasurer; Chief Compliance Officer, Monticelloam, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.