Monticelloam Funding LLC Series Sh-98
Monticelloam Funding LLC Series Sh-98 is a private equity fund based in New York, New York. According to its most recent Form D, filed Apr 20, 2026, it has sold $16,100,000 of interests to 38 investors since its first sale in Mar 2026. 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(c), which permits general advertising to investors verified as accredited. 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; Park Collins Manager LLC; Jonathan Litt.
- Total raised
- $16,100,000Cumulative sales reported on Form D
- Investors
- 38
- First sale
- Mar 27, 2026
- Minimum investment
- $100,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Thomas Lally; Park Collins Manager LLC; Jonathan Litt
- Latest Form D
- Apr 20, 2026
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-98
What is the minimum investment for Monticelloam Funding LLC Series Sh-98?
According to its latest Form D, filed Apr 20, 2026, the minimum investment Monticelloam Funding LLC Series Sh-98 accepts from an outside investor is $100,000.
Who can invest in Monticelloam Funding LLC Series Sh-98?
Monticelloam Funding LLC Series Sh-98 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(c), so it may advertise, but every investor must be verified as accredited.
How much has Monticelloam Funding LLC Series Sh-98 raised?
Monticelloam Funding LLC Series Sh-98 reports $16,100,000 sold from 38 investors on its Form D filed Apr 20, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Monticelloam Funding LLC Series Sh-98 based?
Monticelloam Funding LLC Series Sh-98 is based in New York, New York and is managed by Monticelloam, LLC.
When did Monticelloam Funding LLC Series Sh-98 launch?
Monticelloam Funding LLC Series Sh-98 reports its first sale in Mar 2026, 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 61% of the 3,770 private equity funds based in New York, and more than 49% of all 9,142 that report sales.
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