# Monticello Capital Management

Monticello Capital Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** monticellomanagement.com

## Regulatory record

- **CRD number:** 148329
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148329

## About

MONTICELLO CAPITAL MANAGEMENT, LLC is a state-registered investment adviser with $872,751 in regulatory assets under management.

## Questions

### Does Monticello Capital Management participate in fund commitments or only direct deals?

There is no public record of Monticello Capital Management committing to external funds or engaging in direct investments. The firm's investment vehicle preferences are not documented. Without a track record, allocators cannot assess its fund-versus-direct posture.

### Which sectors does Monticello Capital Management explicitly avoid?

Monticello Capital Management has not publicly stated any sectors it avoids. No sector exclusions or negative screens have been reported. The firm's investment universe is undefined in public sources.

## Related profiles

- [Superior Financial](https://altss.com/profile/superior-financial-llc)
- [Artais Capital Management](https://altss.com/profile/artais-capital-management-llc)

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Last updated: 2026-08-14T12:30:00.000Z

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

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