Insights

Growth in Senior Housing Specialized focus on seniors housing, skilled nursing and related multifamily assets presents a clear cross-sell opportunity with lenders, asset managers, and developers expanding in these sectors.

Bridge Lending Expertise Proven capabilities in bridge financing for commercial real estate across the U.S. positions the company to engage asset owners and developers pursuing transitional capital ahead of longer-term refinancings.

Recognized Industry Honors Awards and recognition such as PERE Credit’s 2025 Niche Sectors Lender of the Year and a Great Place To Work designation provide credibility for outreach to prospective sponsors, operators, and institutional partners.

Strong Fundraising Team Recent hires in fundraising and relationship management, plus a deputy CFO appointment, indicate capacity to scale capital deployment and deepen investor and operator relationships.

Tech-Enabled Operations Adoption of modern tech stack (Airflow, Snowflake, Procore, DocuSign, Greenhouse) supports efficient underwriting, portfolio management, and client interactions, enabling scalable sales demos and faster deal cycles.

Similar companies to MONTICELLOAM, LLC

MONTICELLOAM, LLC Tech Stack

MONTICELLOAM, LLC uses 8 technology products and services including Apache Airflow, Snowflake, Procore, and more. Explore MONTICELLOAM, LLC's tech stack below.

Media & News

MONTICELLOAM, LLC's Email Address Formats

MONTICELLOAM, LLC uses at least 2 email formats:
MONTICELLOAM, LLC Email FormatsExamplePercentage
FLast@monticelloam.comJDoe@monticelloam.com
95%
Last@monticelloam.comDoe@monticelloam.com
5%

Frequently Asked Questions

What is MONTICELLOAM, LLC's official website and social media links?

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MONTICELLOAM, LLC's official website is monticelloam.com and has social profiles on LinkedIn.

How much revenue does MONTICELLOAM, LLC generate?

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As of July 2026, MONTICELLOAM, LLC's annual revenue is estimated to be $1M - $10M.

What is MONTICELLOAM, LLC's NAICS code?

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MONTICELLOAM, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does MONTICELLOAM, LLC have currently?

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As of July 2026, MONTICELLOAM, LLC has approximately 13 employees across 2 continents, including North America and Asia. Key team members include Asset Manager: C. B., Accounts Payable Assistant: A. B. and Underwriter: I. S. Explore MONTICELLOAM, LLC's employee directory with LeadIQ.

What industry does MONTICELLOAM, LLC belong to?

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MONTICELLOAM, LLC operates in the Financial Services industry.

What technology does MONTICELLOAM, LLC use?

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MONTICELLOAM, LLC's tech stack includes Apache Airflow, Snowflake, Procore, UKG, monday.com, DocuSign, Greenhouse and Piwik PRO Core.

What is MONTICELLOAM, LLC's email format?

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MONTICELLOAM, LLC's email format typically follows the pattern of FLast@monticelloam.com. Find more MONTICELLOAM, LLC email formats with LeadIQ.

How much funding has MONTICELLOAM, LLC raised to date?

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As of July 2026, MONTICELLOAM, LLC has raised $121M in funding. The last funding round occurred on Mar 04, 2025.

When was MONTICELLOAM, LLC founded?

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MONTICELLOAM, LLC was founded in 2014.
MONTICELLOAM, LLC logo

MONTICELLOAM, LLC

Financial ServicesNew York, United States11-50 Employees

MONTICELLOAM, LLC is a financial services company based in New York, New York, employing 11 to 50 people. It functions as a specialized private real estate and asset-based lender, servicer, and manager that provides capital solutions for commercial real estate. It offers bridge loans and 5-, 7-, and 10-year financing options for properties across the United States, including seniors housing, skilled nursing, affordable housing, multifamily, office, and industrial properties. The company is part of Monticello Asset Management, LLC and has announced leadership appointments and industry recognition in 2026, including a Great Place To Work certification and a PERE Credit award for 2025 Niche Sectors Lender of the Year. The company maintains a website at monticelloam.com and operates in the private real estate lending sector within the financial services industry.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
11-50

Section iconFunding & Financials

  • $121M

    MONTICELLOAM, LLC has raised a total of $121M of funding over 3 rounds. Their latest funding round was raised on Mar 04, 2025 as a Debt Financing.

  • $1M - $10M

    MONTICELLOAM, LLC's revenue is estimated to be in the range of $1M - $10M

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