Monticello Associates
Overview
Monticello Associates is an independent investment consulting firm that offers non-discretionary advisory services to foundations, endowments, and family offices. The firm is headquartered in Denver, Colorado, with additional offices in Cleveland, Ohio, Boston, Massachusetts, and Washington, D.C. As of December 31, 2024, Monticello Associates oversees approximately $124 billion in non-discretionary assets under advisement, serving 175 client relationships. The firm's investment focus spans a wide range of asset classes, including private equity, real estate, hedge funds, venture capital, fixed income, commodities, infrastructure, distressed and special situations, ESG and impact investing, crypto, and collectibles & art. Monticello Associates employs a comprehensive investment strategy that encompasses various stages of investment, such as seed, early stage, series A, series B, growth, late stage, pre-IPO, buyout, turnaround, and distressed investments. Monticello Associates has a strong track record of providing tailored investment solutions to its clients, leveraging its extensive experience and expertise in the field. The firm's commitment to independence and client-focused approach has established it as a trusted advisor in the investment consulting industry.
Portfolio Companies
Reach Monticello Associates directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Monticello Associates
What sectors does Monticello Associates invest in?
Monticello Associates invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Denver, United States. Monticello Associates is listed as a institutional investor in the ConnectSafely investor database.
What stage does Monticello Associates invest at?
Monticello Associates backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Monticello Associates invest in?
Monticello Associates invests across United States.
Who are the partners at Monticello Associates?
Team members listed for Monticello Associates include Andrew Kriete (Vice President) and Eric Duffy (Vice President - Private Equity).
What companies has Monticello Associates invested in?
Monticello Associates's portfolio includes Apple, Microsoft, Amazon, Facebook, SpaceX, Airbnb, Uber and Alibaba Group.
How do I contact Monticello Associates?
Monticello Associates's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
