Monticello Asset Management Information

Monticello Asset Management, LLC ("Monticello"​) is a New York based Investment Adviser founded by Alan Litt, Thomas Lally, and Jonathan Litt in 2014. Monticello's founders use their experience in capital markets and real estate to pursue well researched and disciplined investments that are intended to have an impact on the community, be socially responsible, and repair the earth by supporting healthcare, senior housing, and the environment. Through its various investment vehicles, Monticello; -Originates real estate loans that are expected to be refinanced through the Department of Housing and Urban Development ("HUD"​) over a period of two to three years focusing on healthcare facilities that support Medicaid and Medicare services and access to healthcare for seniors ("Bridge-to-HUD"​). -Provides financing to include bridge loans to government backed loans, tax credit equity, and project loans that support various renewable energy infrastructure projects that reduce greenhouse gas emissions and provide for a more sustainable energy supply. Visit our website to find out more about Monticello.