MONTICELLO ASSOCIATES, LLC

Overview

Monticello Associates, LLC is a limited liability company that has been SEC-registered since 1996. The firm describes itself as a capital allocator serving both individual & family clients and institutional investors. Its advisory remit emphasizes pension consulting and the selection of external advisers, and it also lists activities consistent with sponsoring or managing pooled investment vehicles and working alongside banks, trust companies, and insurance firms. Monticello operates on a fee structure that includes fixed fees and other fee arrangements. The firm does not identify itself as an active ESG investor and is not flagged as a multi-state or newly formed adviser. Its profile indicates a role beyond pure advisory work: it acts as a pension consultant and engages in third-party manager selection.

Assets & Accounts

Investments & Alternatives