MONTICELLOAM, LLC
CRD #173553 SEC #801-106754 NEW YORK, NY 646-844-3600
SEC Registered Private Funds
Total AUM
$1.7B
Discretionary
$1.5B
Employees
75
Clients
--
Accounts
36
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 5
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LALLY, THOMAS, JAMES | I | FOUNDER, VICE PRESIDENT | NA | Control |
| LALLY, THOMAS, JAMES | I | FOUNDER, VICE PRESIDENT | NA | Control |
| LALLY, THOMAS, JAMES | I | FOUNDER, VICE PRESIDENT | NA | Control |
| LALLY, THOMAS, JAMES | I | FOUNDER, VICE PRESIDENT | NA | Control |
| LALLY, THOMAS, JAMES | I | FOUNDER, VICE PRESIDENT | NA | Control |
| LALLY, THOMAS, JAMES | I | FOUNDER, VICE PRESIDENT | NA | Control |
| LALLY, THOMAS, JAMES | I | FOUNDER, VICE PRESIDENT | NA | Control |
| LALLY, THOMAS, JAMES | I | FOUNDER, VICE PRESIDENT | NA | Control |
| LALLY, THOMAS, JAMES | I | FOUNDER, VICE PRESIDENT | NA | Control |
| LALLY, THOMAS, JAMES | I | FOUNDER, VICE PRESIDENT | NA | Control |
| LITT, ALAN | I | FOUNDER, PRESIDENT | NA | Control |
| LITT, ALAN | I | FOUNDER, PRESIDENT | NA | Control |
| LITT, ALAN | I | FOUNDER, PRESIDENT | NA | Control |
| LITT, ALAN | I | FOUNDER, PRESIDENT | NA | Control |
| LITT, ALAN | I | FOUNDER, PRESIDENT | NA | Control |
| LITT, ALAN | I | FOUNDER, PRESIDENT | NA | Control |
| LITT, ALAN | I | FOUNDER, PRESIDENT | NA | Control |
| LITT, ALAN | I | FOUNDER, PRESIDENT | NA | Control |
| LITT, ALAN | I | FOUNDER, PRESIDENT | NA | Control |
| LITT, ALAN | I | FOUNDER, PRESIDENT | NA | Control |
| LITT, ALAN | I | FOUNDER, PRESIDENT | NA | Control |
| LITT, ALAN | I | FOUNDER, PRESIDENT | NA | Control |
| LITT, ALAN | I | FOUNDER, PRESIDENT | NA | Control |
| LITT, ALAN | I | FOUNDER, PRESIDENT | NA | Control |
| LITT, ALAN | I | FOUNDER, PRESIDENT | NA | Control |
| LITT, ALAN | I | FOUNDER, PRESIDENT | NA | Control |
| LITT, ALAN | I | FOUNDER, PRESIDENT | NA | Control |
| LITT, ALAN | I | FOUNDER, PRESIDENT | NA | Control |
| LITT, ALAN | I | FOUNDER, PRESIDENT | NA | Control |
| LITT, ALAN | I | FOUNDER, PRESIDENT | NA | Control |
| LITT, ALAN | I | FOUNDER, PRESIDENT | NA | Control |
| LITT, ALAN | I | FOUNDER, PRESIDENT | NA | Control |
| LITT, ALAN | I | FOUNDER, PRESIDENT | NA | Control |
| LITT, ALAN | I | FOUNDER, PRESIDENT | NA | Control |
| LITT, ALAN | I | FOUNDER, PRESIDENT | NA | Control |
| LITT, ALAN | I | FOUNDER, PRESIDENT | NA | Control |
| LITT, JONATHAN | I | FOUNDER, SECRETARY/TREASURER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LITT, JONATHAN | I | FOUNDER, SECRETARY/TREASURER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LITT, JONATHAN | I | FOUNDER, SECRETARY/TREASURER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LITT, JONATHAN | I | FOUNDER, SECRETARY/TREASURER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LITT, JONATHAN | I | FOUNDER, SECRETARY/TREASURER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LITT, JONATHAN | I | FOUNDER, SECRETARY/TREASURER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LITT, JONATHAN | I | FOUNDER, SECRETARY/TREASURER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LITT, JONATHAN | I | FOUNDER, SECRETARY/TREASURER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LITT, JONATHAN | I | FOUNDER, SECRETARY/TREASURER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LITT, JONATHAN | I | FOUNDER, SECRETARY/TREASURER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LITT, JONATHAN | I | FOUNDER, SECRETARY/TREASURER | NA | Control |
| LITT, JONATHAN | I | FOUNDER, SECRETARY/TREASURER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LITT, JONATHAN | I | FOUNDER, SECRETARY/TREASURER | NA | Control |
| LITT, JONATHAN | I | FOUNDER; SECRETARY/TREASURER; CHIEF COMPLIANCE OFFICER | NA | Control |
| LITT, JONATHAN | I | FOUNDER; SECRETARY/TREASURER; CHIEF COMPLIANCE OFFICER | NA | Control |
| LITT, JONATHAN | I | FOUNDER, SECRETARY/TREASURER | NA | Control |
| LITT, JONATHAN | I | FOUNDER; SECRETARY/TREASURER; CHIEF COMPLIANCE OFFICER | NA | Control |
| LITT, JONATHAN | I | FOUNDER; SECRETARY/TREASURER; CHIEF COMPLIANCE OFFICER | NA | Control |
| LITT, JONATHAN | I | FOUNDER; SECRETARY/TREASURER; CHIEF COMPLIANCE OFFICER | NA | Control |
| LITT, JONATHAN | I | FOUNDER; SECRETARY/TREASURER; CHIEF COMPLIANCE OFFICER | NA | Control |
| LITT, JONATHAN | I | FOUNDER; SECRETARY/TREASURER; CHIEF COMPLIANCE OFFICER | NA | Control |
| LITT, JONATHAN | I | FOUNDER; SECRETARY/TREASURER; CHIEF COMPLIANCE OFFICER | NA | Control |
| LITT, JONATHAN | I | FOUNDER; SECRETARY/TREASURER; CHIEF COMPLIANCE OFFICER | NA | Control |
| LITT, JONATHAN | I | FOUNDER; SECRETARY/TREASURER; CHIEF COMPLIANCE OFFICER | NA | Control |
| LITT, JONATHAN | I | FOUNDER, SECRETARY/TREASURER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LITT, JONATHAN | I | FOUNDER, SECRETARY/TREASURER, CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHNAIDT, LAURA, TUCKER | I | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | Control |
| SCHNAIDT, LAURA, TUCKER | I | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | Control |
| SCHNAIDT, LAURA, TUCKER | I | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | Control |
| L2 ASSOCIATES, LLC | DE | OWNER | D | |
| L2 ASSOCIATES, LLC | DE | OWNER | D | |
| L2 ASSOCIATES, LLC | DE | OWNER | D | |
| L2 ASSOCIATES, LLC | DE | OWNER | D | |
| L2 ASSOCIATES, LLC | DE | OWNER | D | |
| L2 ASSOCIATES, LLC | DE | OWNER | D | |
| L2 ASSOCIATES, LLC | DE | OWNER | D | |
| L2 ASSOCIATES, LLC | DE | OWNER | D | |
| L2 ASSOCIATES, LLC | DE | OWNER | D | |
| L2 ASSOCIATES, LLC | DE | OWNER | D | |
| L2 ASSOCIATES, LLC | DE | OWNER | D | |
| L2 ASSOCIATES, LLC | DE | OWNER | D | |
| L2 ASSOCIATES, LLC | DE | OWNER | D | |
| L2 ASSOCIATES, LLC | DE | OWNER | D | |
| L2 ASSOCIATES, LLC | DE | OWNER | D | |
| L2 ASSOCIATES, LLC | DE | OWNER | D | |
| L2 ASSOCIATES, LLC | DE | OWNER | D | |
| L2 ASSOCIATES, LLC | DE | OWNER | D | |
| L2 ASSOCIATES, LLC | DE | OWNER | D | |
| L2 ASSOCIATES, LLC | DE | OWNER | D | |
| L2 ASSOCIATES, LLC | DE | OWNER | D | |
| L2 ASSOCIATES, LLC | DE | OWNER | D | |
| L2 ASSOCIATES, LLC | DE | OWNER | D | |
| L2 ASSOCIATES, LLC | DE | OWNER | D | |
| L2 ASSOCIATES, LLC | DE | OWNER | D | |
| L2 ASSOCIATES, LLC | DE | OWNER | D | |
| LALLY, THOMAS, JAMES | I | FOUNDER, OWNER, VICE PRESIDENT | D | Control |
| LALLY, THOMAS, JAMES | I | FOUNDER, OWNER, VICE PRESIDENT | D | Control |
| LALLY, THOMAS, JAMES | I | FOUNDER, OWNER, VICE PRESIDENT | D | Control |
| LALLY, THOMAS, JAMES | I | FOUNDER, OWNER, VICE PRESIDENT | D | Control |
| LALLY, THOMAS, JAMES | I | FOUNDER, OWNER, VICE PRESIDENT | D | Control |
| LALLY, THOMAS, JAMES | I | FOUNDER, OWNER, VICE PRESIDENT | D | Control |
| LALLY, THOMAS, JAMES | I | FOUNDER, OWNER, VICE PRESIDENT | D | Control |
| LALLY, THOMAS, JAMES | I | FOUNDER, OWNER, VICE PRESIDENT | D | Control |
| LALLY, THOMAS, JAMES | I | FOUNDER, OWNER, VICE PRESIDENT | D | Control |
| LALLY, THOMAS, JAMES | I | FOUNDER, OWNER, VICE PRESIDENT | D | Control |
| LALLY, THOMAS, JAMES | I | FOUNDER, OWNER, VICE PRESIDENT | D | Control |
| LALLY, THOMAS, JAMES | I | FOUNDER, OWNER, VICE PRESIDENT | D | Control |
| LALLY, THOMAS, JAMES | I | FOUNDER, OWNER, VICE PRESIDENT | D | Control |
| LALLY, THOMAS, JAMES | I | FOUNDER, OWNER, VICE PRESIDENT | D | Control |
| LALLY, THOMAS, JAMES | I | FOUNDER, OWNER, VICE PRESIDENT | D | Control |
| LALLY, THOMAS, JAMES | I | FOUNDER, OWNER, VICE PRESIDENT | D | Control |
| LALLY, THOMAS, JAMES | I | FOUNDER, OWNER, VICE PRESIDENT | D | Control |
| LALLY, THOMAS, JAMES | I | FOUNDER, OWNER, VICE PRESIDENT | D | Control |
| LALLY, THOMAS, JAMES | I | FOUNDER, OWNER, VICE PRESIDENT | D | Control |
| LALLY, THOMAS, JAMES | I | FOUNDER, OWNER, VICE PRESIDENT | D | Control |
| LALLY, THOMAS, JAMES | I | FOUNDER, OWNER, VICE PRESIDENT | D | Control |
| LALLY, THOMAS, JAMES | I | FOUNDER, OWNER, VICE PRESIDENT | D | Control |
| LALLY, THOMAS, JAMES | I | FOUNDER, OWNER, VICE PRESIDENT | D | Control |
| LALLY, THOMAS, JAMES | I | FOUNDER, OWNER, VICE PRESIDENT | D | Control |
| LALLY, THOMAS, JAMES | I | FOUNDER, OWNER, VICE PRESIDENT | D | Control |
| LALLY, THOMAS, JAMES | I | FOUNDER, OWNER, VICE PRESIDENT | D | Control |
| BMJ SALTAIRE, LLC | DE | OWNER | C | |
| BMJ SALTAIRE, LLC | DE | OWNER | C | |
| BMJ SALTAIRE, LLC | DE | OWNER | C | |
| BMJ SALTAIRE, LLC | DE | OWNER | C | Control |
| BMJ SALTAIRE, LLC | DE | OWNER | C | |
| BMJ SALTAIRE, LLC | DE | OWNER | C | Control |
| BMJ SALTAIRE, LLC | DE | OWNER | C | Control |
| BMJ SALTAIRE, LLC | DE | OWNER | C | |
| BMJ SALTAIRE, LLC | DE | OWNER | C | |
| BMJ SALTAIRE, LLC | DE | OWNER | C | Control |
| LITT, ALAN | I | FOUNDER, PRESIDENT | C | Control |
| LITT, ALAN | I | FOUNDER, PRESIDENT | C | Control |
| LITT, ALAN | I | FOUNDER, PRESIDENT | C | Control |
| LITT, ALAN | I | FOUNDER, PRESIDENT | C | Control |
| LITT, ALAN | I | FOUNDER, PRESIDENT | C | Control |
| LITT, ALAN, GRAHAM | I | FOUNDER, PRESIDENT | C | Control |
| LITT, ALAN, GRAHAM | I | FOUNDER, PRESIDENT | C | Control |
| LITT, ALAN, GRAHAM | I | FOUNDER, PRESIDENT | C | Control |
| LITT, ALAN, GRAHAM | I | FOUNDER, PRESIDENT | C | Control |
| LITT, ALAN, GRAHAM | I | FOUNDER, PRESIDENT | C | Control |
| LITT, JONATHAN | I | FOUNDER; SECRETARY/TREASURER; CHIEF COMPLIANCE OFFICER | C | Control |
| LITT, JONATHAN | I | FOUNDER; SECRETARY/TREASURER; CHIEF COMPLIANCE OFFICER | C | Control |
| LITT, JONATHAN | I | FOUNDER; SECRETARY/TREASURER; CHIEF COMPLIANCE OFFICER | C | Control |
| LITT, JONATHAN | I | FOUNDER; SECRETARY/TREASURER; CHIEF COMPLIANCE OFFICER | C | Control |
| LITT, JONATHAN | I | FOUNDER; SECRETARY/TREASURER; CHIEF COMPLIANCE OFFICER | C | Control |
| LITT, JONATHAN, MATTHEW | I | FOUNDER; SECRETARY/TREASURER; CHIEF COMPLIANCE OFFICER | C | Control |
| LITT, JONATHAN, MATTHEW | I | FOUNDER; SECRETARY/TREASURER; CHIEF COMPLIANCE OFFICER | C | Control |
| LITT, JONATHAN, MATTHEW | I | FOUNDER; SECRETARY/TREASURER; CHIEF COMPLIANCE OFFICER | C | Control |
| LITT, JONATHAN, MATTHEW | I | FOUNDER; SECRETARY/TREASURER; CHIEF COMPLIANCE OFFICER | C | Control |
| LITT, JONATHAN, MATTHEW | I | FOUNDER; SECRETARY/TREASURER; CHIEF COMPLIANCE OFFICER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LALLY, THOMAS, JAMES | I | THOMAS LALLY 2018 FAMILY TRUST | F | Control |
| LALLY, THOMAS, JAMES | I | THOMAS LALLY 2018 FAMILY TRUST | F | Control |
| LALLY, THOMAS, JAMES | I | THOMAS LALLY 2018 FAMILY TRUST | F | Control |
| LALLY, THOMAS, JAMES | I | THOMAS LALLY 2018 FAMILY TRUST | F | Control |
| LALLY, THOMAS, JAMES | I | THOMAS LALLY 2018 FAMILY TRUST | F | Control |
| LALLY, THOMAS, JAMES | I | THOMAS LALLY 2018 FAMILY TRUST | F | Control |
| LALLY, THOMAS, JAMES | I | THOMAS LALLY 2018 FAMILY TRUST | F | Control |
| LALLY, THOMAS, JAMES | I | THOMAS LALLY 2018 FAMILY TRUST | F | Control |
| LALLY, THOMAS, JAMES | I | THOMAS LALLY 2018 FAMILY TRUST | F | Control |
| U.S. TRUST COMPANY OF DELAWARE | DE | THOMAS LALLY 2018 FAMILY TRUST | F | Control |
| U.S. TRUST COMPANY OF DELAWARE | DE | THOMAS LALLY 2018 FAMILY TRUST | F | Control |
| U.S. TRUST COMPANY OF DELAWARE | DE | THOMAS LALLY 2018 FAMILY TRUST | F | Control |
| U.S. TRUST COMPANY OF DELAWARE | DE | THOMAS LALLY 2018 FAMILY TRUST | F | Control |
| LITT, ALAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, ALAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, ALAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, ALAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, ALAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, ALAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, ALAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, ALAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, ALAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, ALAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, ALAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, ALAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, ALAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, ALAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, ALAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, ALAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, ALAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, ALAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, ALAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, ALAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, ALAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, ALAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, ALAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, ALAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, ALAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, ALAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, JONATHAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, JONATHAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, JONATHAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, JONATHAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, JONATHAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, JONATHAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, JONATHAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, JONATHAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, JONATHAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, JONATHAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, JONATHAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, JONATHAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, JONATHAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, JONATHAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, JONATHAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, JONATHAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, JONATHAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, JONATHAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, JONATHAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, JONATHAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, JONATHAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, JONATHAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, JONATHAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, JONATHAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, JONATHAN | I | L2 ASSOCIATES, LLC | D | Control |
| LITT, JONATHAN | I | L2 ASSOCIATES, LLC | D | Control |
| THOMAS LALLY 2018 FAMILY TRUST | DE | BMJ SALTAIRE, LLC | D | |
| THOMAS LALLY 2018 FAMILY TRUST | DE | BMJ SALTAIRE, LLC | D | |
| THOMAS LALLY 2018 FAMILY TRUST | DE | BMJ SALTAIRE, LLC | D | |
| THOMAS LALLY 2018 FAMILY TRUST | DE | BMJ SALTAIRE, LLC | D | |
| THOMAS LALLY 2018 FAMILY TRUST | DE | BMJ SALTAIRE, LLC | D | |
| THOMAS LALLY 2018 FAMILY TRUST | DE | BMJ SALTAIRE, LLC | D | |
| THOMAS LALLY 2018 FAMILY TRUST | DE | BMJ SALTAIRE, LLC | D | |
| THOMAS LALLY 2018 FAMILY TRUST | DE | BMJ SALTAIRE, LLC | D | |
| THOMAS LALLY 2018 FAMILY TRUST | DE | BMJ SALTAIRE, LLC | D | |
| LALLY, THOMAS, JAMES | I | BMJ SALTAIRE, LLC | C | Control |
| LALLY, THOMAS, JAMES | I | BMJ SALTAIRE, LLC | C | Control |
| LALLY, THOMAS, JAMES | I | BMJ SALTAIRE, LLC | C | Control |
| LALLY, THOMAS, JAMES | I | BMJ SALTAIRE, LLC | C | Control |
| LALLY, THOMAS, JAMES | I | BMJ SALTAIRE, LLC | C | Control |
| LALLY, THOMAS, JAMES | I | BMJ SALTAIRE, LLC | C | Control |
| LALLY, THOMAS, JAMES | I | BMJ SALTAIRE, LLC | C | Control |
| LALLY, THOMAS, JAMES | I | BMJ SALTAIRE, LLC | C | Control |
| LALLY, THOMAS, JAMES | I | BMJ SALTAIRE, LLC | C | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (2)
CA NY
Address
600 THIRD AVENUE21ST FLOOR
NEW YORK, NY 10016
United States
Phone: 646-844-3600