MonticelloAM Funding LLC Series SH-83
MonticelloAM Funding LLC Series SH-83 is a private equity fund based in New York, New York. According to its most recent Form D, filed Jan 13, 2025, it has sold $4,750,000 of interests to 6 investors since its first sale in Dec 2024. The minimum investment it accepts from an outside investor is $100,000. 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. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Thomas Lally; KL2 Partners, LLC; Jonathan Litt.
- Total raised
- $4,750,000Cumulative sales reported on Form D
- Investors
- 6
- First sale
- Dec 13, 2024
- Minimum investment
- $100,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Thomas Lally; KL2 Partners, LLC; Jonathan Litt
- Latest Form D
- Jan 13, 2025
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 MonticelloAM Funding LLC Series SH-83
What is the minimum investment for MonticelloAM Funding LLC Series SH-83?
According to its latest Form D, filed Jan 13, 2025, the minimum investment MonticelloAM Funding LLC Series SH-83 accepts from an outside investor is $100,000.
Who can invest in MonticelloAM Funding LLC Series SH-83?
MonticelloAM Funding LLC Series SH-83 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 MonticelloAM Funding LLC Series SH-83 raised?
MonticelloAM Funding LLC Series SH-83 reports $4,750,000 sold from 6 investors on its Form D filed Jan 13, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is MonticelloAM Funding LLC Series SH-83 based?
MonticelloAM Funding LLC Series SH-83 is based in New York, New York and is managed by Monticelloam, LLC.
When did MonticelloAM Funding LLC Series SH-83 launch?
MonticelloAM Funding LLC Series SH-83 reports its first sale in Dec 2024, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every private equity fund
Raised more than 55% of the 3,770 private equity funds based in New York, and more than 34% of all 9,142 that report sales.
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