RIA Intel›Advisers›New York›MONTICELLO CAPITAL MANAGEMENT, LLC

MONTICELLO CAPITAL MANAGEMENT, LLC

Advisory

NY

Data as of May 10, 2019 · Source: SEC Form ADV

Rank in NY

#5,607

of 5,722 advisers by AUM

Average account

$62K

across 14 accounts

Source: SEC Form ADV. Figures as filed May 10, 2019.

Total AUM

$873K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$873K

Discretionary AUM$873K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients11

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

11 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

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