MONTICELLOAM, LLC
MONTICELLOAM, LLC is a debt and other fund in the US writing $100K–$144M checks into Healthcare, real-estate and other.
- Stages
- debt, other
- Sectors
- Healthcare, real-estate, other
- Check size
- $100K–$144M
- Invests in
- US-wide
- Round role
- Leads rounds
- Actively investing
- Yes
- Founded
- 2014
- Assets under management
- $923M
Thesis
MONTICELLOAM, LLC is a specialized lending platform focused on the multifamily and seniors housing sectors, emphasizing bridge loans and credit risk management. They provide financing for needs-based, critical infrastructure within real estate, including affordable/workforce housing, skilled nursing facilities, and seniors housing communities. Their strategy involves underwriting bridge loans to permanent takeout financing with agencies like Fannie Mae, Freddie Mac, or HUD debt. They leverage a national origination network to maintain a substantial pipeline and also offer advisory and workout services. Operating nationwide, their focus is on financing existing properties and acquisitions, not early-stage venture capital. The firm manages approximately $923 million in AUM. Typical deal sizes are substantial, with recent transactions including a $44 million senior bridge loan and a $144 million combined bridge and working capital financing. The minimum investment for their pooled vehicles is $100,000.
Common questions
Does MONTICELLOAM, LLC invest at the debt stage?
Yes. MONTICELLOAM, LLC lists debt and other among the stages it invests in.
What check size does MONTICELLOAM, LLC write?
MONTICELLOAM, LLC writes $100K–$144M checks.
Where does MONTICELLOAM, LLC invest?
MONTICELLOAM, LLC invests in the US.