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Founder; Secretary/treasurer; Chief Compliance Officer · Monticelloam, LLC

Jonathan M. Litt

CRD 6445284 · 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 Jonathan M. Litt on its Form ADV as Founder; Secretary/treasurer; Chief Compliance Officer, a control person.

Firms and roles

  • Monticelloam, LLCFounder; Secretary/treasurer; Chief Compliance OfficerPrivate fund adviser · New York, NY · $923M in regulatory assets

AtlasMembers

Jonathan’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
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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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.