Monticello Asset Management LLC

Monticello Asset Management LLC, a Delaware Limited Liability Company, is an SEC-approved firm with a registration date of October 8, 2015. The company employs 20 professionals, and 11 of them are in advisory positions. Although the number of clients served by the firm is unknown, its legal name is MONTICELLO ASSET MANAGEMENT, LLC.

• ALAN LITT

  FOUNDER, PRESIDENT owns less than 5%

• JONATHAN LITT

  FOUNDER, SECRETARY/TREASURER owns less than 5%

• L2 ASSOCIATES, LLC

  OWNER owns more than 50% but less than 75%

• LAURA TUCKER SCHNAIDT

  CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL owns less than 5%

• THOMAS JAMES LALLY

  FOUNDER, OWNER, VICE PRESIDENT owns more than 50% but less than 75%

• ALAN LITT

  MANAGING MEMBER owns more than 50% but less than 75%

• JONATHAN LITT

  MANAGING MEMBER owns more than 50% but less than 75%

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