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Asset/Investment Management
monticelloam.com

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Funds

4

Partners & Customers

1

About Monticello Asset Management

Monticello Asset Management's objective is to provide attractive risk-adjusted returns to our investors over the long-term, primarily through dividends, maintaining a business model that is intended to evolve with market opportunities.

Monticello Asset Management Headquarters Location

655 Third Avenue 21st Floor

New York, New York, 10017,

United States

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Latest Monticello Asset Management News

Monticello Asset Management Expands into West Coast Market

Dec 5, 2019

Monticello Asset Management Expands into West Coast Market December 05, 2019, 08:55 AM Monticello Asset Management, LLC , a specialized private real estate and asset-based lender, servicer and manager providing innovative capital solutions, announced that Jung S. Park has been appointed as a new Managing Director. Mr. Park will help oversee Monticello’s expansion to the West Coast and manage the newly formed Los Angeles office. “On behalf of Monticello, I am excited to welcome Jung to the team,” said Alan Litt, Co-Founding Partner of Monticello. “Jung brings years of origination and underwriting experience in the healthcare space. With Jung’s expertise, Monticello will continue to position itself as a relationship lending partner of first choice to provide a variety of capital solutions to borrowers on the West Coast and across the United States.” Monticello offers borrowers floating and fixed rate debt up to 10 years, bridge debt and asset based revolving credit facilities for healthcare facilities across the country. "I am excited to join Monticello as it continues to expand its lending offerings,” said Mr. Park. “The firm has a strong history of providing customized capital solutions for its clients and I look forward to continuing to build on its innovative lending platform. The flexible options and speed of execution that Monticello can provide borrowers is a real competitive advantage and I am excited to work closely with the Monticello team to grow our client and partner base.”

Monticello Asset Management Fund History

4 Fund Histories

Monticello Asset Management has 4 funds, including Monticello Funding.

Closing Date

Fund

Fund Type

Status

Amount

Sources

11/18/2020

Monticello Funding

$125.94M

3

11/18/2020

Monticello Structured Products

$99M

10

4/2/2020

Monticello Funding BTH-41

$99M

10

1/24/2020

Monticello Special Fund V

$99M

10

Closing Date

11/18/2020

11/18/2020

4/2/2020

1/24/2020

Fund

Monticello Funding

Monticello Structured Products

Monticello Funding BTH-41

Monticello Special Fund V

Fund Type

Status

Amount

$125.94M

$99M

$99M

$99M

Sources

3

10

10

10

Monticello Asset Management Partners & Customers

1 Partners and customers

Monticello Asset Management has 1 strategic partners and customers. Monticello Asset Management recently partnered with Greystone on May 5, 2021.

Date

Type

Business Partner

Country

News Snippet

Sources

5/24/2021

Partner

United States

Greystone and MONTICELLOAM to Form Joint Venture for Comprehensive Healthcare Capital Solutions - MONTICELLOAM, LLC Combining Strengths of Both Industry Leaders, New JV Will Offer a Range of Solutions Including Lending, Servicing and Asset Management; Distressed Workouts; and Operational Consulting  .

NEW YORK , NY -LRB- May 24 , 2021 -RRB- -- Greystone , a leading national commercial real estate finance firm , and MONTICELLOAM , that with its affiliates , provides specialized private real estate and asset-based lending , servicing management services and consulting , today announced their intention to combine their senior housing and healthcare lines of business under a new joint venture .

1

Date

5/24/2021

Type

Partner

Business Partner

Country

United States

News Snippet

Greystone and MONTICELLOAM to Form Joint Venture for Comprehensive Healthcare Capital Solutions - MONTICELLOAM, LLC Combining Strengths of Both Industry Leaders, New JV Will Offer a Range of Solutions Including Lending, Servicing and Asset Management; Distressed Workouts; and Operational Consulting  .

NEW YORK , NY -LRB- May 24 , 2021 -RRB- -- Greystone , a leading national commercial real estate finance firm , and MONTICELLOAM , that with its affiliates , provides specialized private real estate and asset-based lending , servicing management services and consulting , today announced their intention to combine their senior housing and healthcare lines of business under a new joint venture .

Sources

1

Monticello Asset Management Team

1 Team Member

Monticello Asset Management has 1 team member, including former Senior Managing Director, Steven Caligor.

Name

Work History

Title

Status

Steven Caligor

BHI, Signature Bank, Bank Leumi, and Leumi & Co.

Senior Managing Director

Former

Name

Steven Caligor

Work History

BHI, Signature Bank, Bank Leumi, and Leumi & Co.

Title

Senior Managing Director

Status

Former

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