# Monticello Associates

Monticello Associates is a RIA.

## Overview

- **Organization type:** RIA
- **Founded:** 1992
- **Assets under management:** Undisclosed
- **Website:** https://monticelloassociates.com

## Regulatory record

- **CRD number:** 107392
- **SEC file number:** 801-51758
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/107392

## About

Monticello Associates provides highly specialized, non-discretionary investment advisory services to prominent foundations, endowments and family offices. Its experienced team has worked closely together with minimal turnover across over 30 years of business, providing stability for clients pursuing long-term objectives.

## Sectors

- foundations, endowments and family offices

## People

- B. Grady Durham — Founder/Executive Chairman
- Amanda L. Adams — Managing Director
- Donavan Brown — Director
- Montgomery C. Cleworth — CFA, Senior Advisor
- Adler da Cunha — Director
- W. Christopher Doyle — Managing Director
- Eric Duffy — Director
- Milgo Galaydh — CFA, Director
- Steven E. Halvorsen — CFA, Managing Director
- Brian P. Harrigan — CFA, Managing Director
- John E. Harvan III — CFA, Managing Director
- Westley M. Hays — Managing Director
- William C. Howard — CFA, Managing Director
- Joseph V. Krawczak — CFA, Managing Director
- Andrew Kriete — Director
- R. Nate Mease — CFA, Director
- Kevin Notaro — Director
- Jeffrey D. Sletten — Managing Director
- Patrick F. Sullivan — J.D., Senior Managing Director
- Andrew G. Terborgh — CFA, Senior Managing Director
- Kevin A. Zimmerman — Managing Director

## Related profiles

- [Adelante Capital Management](https://altss.com/profile/adelante-capital-management-llc)
- [McGinn Penninger Investment Management](https://altss.com/profile/mcginn-penninger-investment-management-inc)

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Last updated: 2026-08-11T15:07:26.757Z

Canonical page: https://altss.com/profile/monticello-associates-llc

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