# MONTICELLOAM, LLC

MONTICELLOAM, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 173553
- Type: SEC-registered investment adviser
- SEC file number: 801-106754
- Location: 600 THIRD AVENUE, NEW YORK, NY, 10016
- Phone: 646-844-3600
- Latest filing: 2026-08-05
- Regulatory AUM: $923.3M
- Discretionary AUM: $770.0M
- Non-discretionary AUM: $153.3M
- Clients: 73
- Accounts: 42

## Business model

- Compensation: % of AUM, Performance, Other
- Clients served: Investment cos, Other

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| [Thomas James Lally](https://search.stillhousedata.com/person/712114) | FOUNDER,  VICE PRESIDENT; GRANTOR; OWNER | — |
| [Alan Graham Litt](https://search.stillhousedata.com/person/712115) | FOUNDER, PRESIDENT | — |
| [Jonathan Matthew Litt](https://search.stillhousedata.com/person/712116) | FOUNDER; SECRETARY/TREASURER; CHIEF COMPLIANCE OFFICER | — |
| [LALLY THOMAS JAMES](https://search.stillhousedata.com/person/816604) | FOUNDER, OWNER, VICE PRESIDENT; FOUNDER,  VICE PRESIDENT; GRANTOR (+2 more) | — |
| [LITT ALAN](https://search.stillhousedata.com/person/816605) | FOUNDER, PRESIDENT; MANAGING MEMBER | — |
| [LITT JONATHAN](https://search.stillhousedata.com/person/816606) | FOUNDER, SECRETARY/TREASURER; FOUNDER, SECRETARY/TREASURER, CHIEF COMPLIANCE OFFICER; FOUNDER; SECRETARY/TREASURER; CHIEF COMPLIANCE OFFICER (+1 more) | — |
| [SCHNAIDT LAURA TUCKER](https://search.stillhousedata.com/person/831469) | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | — |
| [LITT ALAN GRAHAM](https://search.stillhousedata.com/person/881260) | FOUNDER, PRESIDENT | — |
| [LITT JONATHAN MATTHEW](https://search.stillhousedata.com/person/881261) | FOUNDER; SECRETARY/TREASURER; CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/173553/brochure
- Similar advisers: https://search.stillhousedata.com/firm/173553/similar
- Related entities: https://search.stillhousedata.com/firm/173553/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/173553

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.