Monticelloam Senior Housing Debt Fund I LLC
Monticelloam Senior Housing Debt Fund I LLC is a private equity fund based in New York, New York. According to its most recent Form D, filed Sep 28, 2026, it has sold $25,910,000 of interests to 68 investors since its first sale in Aug 2026. The minimum investment it accepts from an outside investor is $100,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Alan Litt; Thomas Lally; Jonathan Litt.
- Total raised
- $25,910,000Cumulative sales reported on Form D
- Investors
- 68
- First sale
- Aug 3, 2026
- Minimum investment
- $100,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Alan Litt; Thomas Lally; Jonathan Litt
- Latest Form D
- Sep 28, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Monticelloam Senior Housing Debt Fund I LLC
What is the minimum investment for Monticelloam Senior Housing Debt Fund I LLC?
According to its latest Form D, filed Sep 28, 2026, the minimum investment Monticelloam Senior Housing Debt Fund I LLC accepts from an outside investor is $100,000.
Who can invest in Monticelloam Senior Housing Debt Fund I LLC?
Monticelloam Senior Housing Debt Fund I LLC is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.
How much has Monticelloam Senior Housing Debt Fund I LLC raised?
Monticelloam Senior Housing Debt Fund I LLC reports $25,910,000 sold from 68 investors on its Form D filed Sep 28, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Monticelloam Senior Housing Debt Fund I LLC based?
Monticelloam Senior Housing Debt Fund I LLC is based in New York, New York and is managed by Monticelloam, LLC.
When did Monticelloam Senior Housing Debt Fund I LLC launch?
Monticelloam Senior Housing Debt Fund I LLC reports its first sale in Aug 2026, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every private equity fund
Raised more than 65% of the 3,770 private equity funds based in New York, and more than 55% of all 9,142 that report sales.
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