Monticello Capital Management, LLC

Overview

Monticello Capital Management, LLC is an independent registered investment adviser organized as an LLC and controlled by an individual owner. The firm focuses on providing portfolio management for individuals, families and small businesses. Its client-facing fee options include a percentage-of-AUM fee schedule alongside hourly and fixed-fee arrangements, indicating flexibility to serve smaller or non-standard engagements as well as traditional AUM relationships. Monticello does not identify as an active ESG investor, is not positioned as a multi-state adviser or pension consultant, and does not act as a capital allocator for third-party managers. The firm appears to run a compact advisory practice focused on discretionary portfolio management rather than institutional consulting or broad alternative manager selection.

Assets & Accounts

Public Holdings

Investments & Alternatives