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Monticelloam Opportunity Fund I LLC

Private Equity FundFund ID 805-8767698142Delaware, United States
Gross assets
$113.7M
Min. investment
$100K
Beneficial owners
104
Size rank
Top 41%
Audited
Yes
Structure
Standalone

About this fund

Monticelloam Opportunity Fund I LLC is a private equity fund managed by Monticelloam, LLC. The fund reports $113.7 million in gross assets, placing it among the top 41% of private funds by size. The stated minimum investment is $100,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-8767698142
Fund typePrivate Equity Fund
3(c)(1) exclusionNo
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
% of assets independently valued100%

Other funds from this manager

FundTypeGross assets
Monticelloam Funding, LLC Series Sh-94Private Equity$64.9M
24 Acquisition, LLCPrivate Equity$61.2M
Monticelloam Funding, LLC Series Sh-86Private Equity$44.4M
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Frequently asked questions

How large is Monticelloam Opportunity Fund I LLC?

Monticelloam Opportunity Fund I LLC reports $113.7 million in gross assets, among the top 41% of private funds by size.

What is the minimum investment for Monticelloam Opportunity Fund I LLC?

The stated minimum investment is $100,000.

Who manages Monticelloam Opportunity Fund I LLC?

Monticelloam Opportunity Fund I LLC is managed by Monticelloam, LLC.

Does Monticelloam Opportunity Fund I LLC disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

M
New York, NY

Service providers

Prime broker
None reported
Auditor

Reported gross assets

$113.7M▼ 4%
Mar '25 — $118.9MApr '25 — $118.9MMay '25 — $118.9MJun '25 — $118.9MJul '25 — $118.9MAug '25 — $118.9MSep '25 — $118.9MOct '25 — $118.9MNov '25 — $118.9MDec '25 — $118.9MJan '26 — $118.9MFeb '26 — $118.9MMar '26 — $113.7MApr '26 — $113.7MMay '26 — $113.7MJun '26 — $113.7M
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 41%
Larger than 59% of 67,041 private funds
Gross assets vs Private Equity FundsTop 37%
Larger than 63% of 31,066 private equity funds
Minimum investmentTop 71%
Higher than 29% of funds reporting a minimum

Investor base

Adviser & related persons3%
Funds of funds7%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.