MONTICELLO INVESTMENT SERVICES, INC.
SEC file number 801-73177
· NEOSHO, MO
https://monticello.org ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
—
Discretionary AUM
—
Employees
3
Clients
300
Firm
- Address
- 427-A COLER
NEOSHO, MO 64850 - Phone
- —
- Website
- https://monticello.org
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
- BlackRock Monticello Debt Real Estate Investment Trust Low name-match confidence · CIK 2049595 · NY
- MONTICELLOAM FUNDING LLC SERIES SH-100 Low name-match confidence · CIK 2129833 · NY
- MONTICELLOAM FUNDING LLC SERIES SH-102 Low name-match confidence · CIK 2136828 · NY
- MONTICELLOAM FUNDING LLC SERIES SH-103 Low name-match confidence · CIK 2148025 · NY
- MonticelloAM Funding LLC Series SH-76 Low name-match confidence · CIK 2064747 · NY
- MonticelloAM Funding LLC Series SH-79 Low name-match confidence · CIK 2052388 · NY
- MonticelloAM Funding LLC Series SH-82 Low name-match confidence · CIK 2050495 · NY
- MonticelloAM Funding LLC Series SH-83 Low name-match confidence · CIK 2050494 · NY
- MonticelloAM Funding LLC Series SH-84 Low name-match confidence · CIK 2053478 · NY
- MONTICELLOAM FUNDING LLC SERIES SH-85 Low name-match confidence · CIK 2070795 · NY
- MONTICELLOAM FUNDING LLC SERIES SH-86 Low name-match confidence · CIK 2075835 · NY
- MONTICELLOAM FUNDING LLC SERIES SH-92 Low name-match confidence · CIK 2089526 · NY
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BlackRock Monticello Debt Real Estate Investment Trust · D/A · Aug 13, 2026
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MONTICELLOAM FUNDING LLC SERIES SH-103 · D · Aug 13, 2026$8.2M
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MONTICELLOAM FUNDING LLC SERIES SH-102 · D · Jun 9, 2026$1.5M
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MONTICELLOAM FUNDING LLC SERIES SH-100 · D · Apr 20, 2026$80M
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BlackRock Monticello Debt Real Estate Investment Trust · D/A · Dec 12, 2025
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MONTICELLOAM FUNDING LLC SERIES SH-92 · D · Oct 9, 2025$3.4M
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MONTICELLOAM FUNDING LLC SERIES SH-86 · D · Jul 9, 2025$20.2M
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MONTICELLOAM FUNDING LLC SERIES SH-85 · D · Jun 4, 2025$14.5M
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BlackRock Monticello Debt Real Estate Investment Trust · D · May 9, 2025
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MonticelloAM Funding LLC Series SH-76 · D · Apr 17, 2025$8.1M
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MonticelloAM Funding LLC Series SH-84 · D · Feb 4, 2025$6M
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MonticelloAM Funding LLC Series SH-79 · D · Jan 17, 2025$13.9M
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MonticelloAM Funding LLC Series SH-83 · D · Jan 13, 2025$4.8M
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MonticelloAM Funding LLC Series SH-82 · D · Jan 13, 2025$9.8M