Monticello Structured Products, LLC is a private equity fund based in New York, New York. According to its most recent Form D, filed Nov 14, 2024, it has sold $67,515,810 of interests to 82 investors since its first sale in Dec 2018. The minimum investment it accepts from an outside investor is $25,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include KL2 Partners, LLC.
- Total raised
- $67,515,810Cumulative sales reported on Form D
- Investors
- 82
- First sale
- Dec 29, 2018
- Minimum investment
- $25,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- KL2 Partners, LLC
- Latest Form D
- Nov 14, 2024
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Monticello Structured Products, LLC
What is the minimum investment for Monticello Structured Products, LLC?
According to its latest Form D, filed Nov 14, 2024, the minimum investment Monticello Structured Products, LLC accepts from an outside investor is $25,000.
Who can invest in Monticello Structured Products, LLC?
Monticello Structured Products, LLC is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Monticello Structured Products, LLC raised?
Monticello Structured Products, LLC reports $67,515,810 sold from 82 investors on its Form D filed Nov 14, 2024. This is cumulative sales since the offering began, not current assets or performance.
Where is Monticello Structured Products, LLC based?
Monticello Structured Products, LLC is based in New York, New York.
When did Monticello Structured Products, LLC launch?
Monticello Structured Products, LLC reports its first sale in Dec 2018.
Size compared with every private equity fund
Raised more than 74% of the 3,784 private equity funds based in New York, and more than 68% of all 9,159 that report sales.