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Founder, Vice President · Monticelloam, LLC

Thomas J. Lally

CRD 1081910 · 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 Thomas J. Lally on its Form ADV as Founder, Vice President, a control person.

Firms and roles

  • Monticelloam, LLCFounder, Vice PresidentPrivate fund adviser · New York, NY · $923M in regulatory assets

AtlasMembers

Thomas’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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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 Thomas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.