The MONTICELLO ASSOCIATES INC is a privately held investment adviser that advises $0 in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. MONTICELLO ASSOCIATES INC is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets remained the same over the last few years.
The Group has been registered with the SEC for 30.3 years and is comprised of 1 filing and 0 relying advisers. They operate out of 5 office locations with their Headquarters at 1800 LARIMER STREET SUITE 2100, DENVER, COLORADO. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 58 employees comprised of 31 investment and 27 non-investment staff. The total number of Employees increased by 13.73% over the last 5-years.
Their $0 in assets advised are owned by 0 private funds, 0 public funds and BDCs and 163 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $0 and High Net Worth Individuals own $0.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are Pension and Profit Sharing Plans-Private and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees and fixed fees.
MONTICELLO ASSOCIATES INC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.