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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:15 AM ET

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Alan Litt

Named as an officer, director or promoter on SEC Form D filings · NY · Jan 24, 2020 → Sep 28, 2026

49deals (issuers)
$1.96Breported sold
2,809investors
54Form D filings
2020–2026years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:15 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Alan Litt is listed as an executive officer and director on 54 SEC Form D filings by 49 issuers between Jan 2020 and Sep 2026. Largest by amount reported sold: MONTICELLOAM FUNDING LLC SERIES SH-97 (New York, NY — pooled investment fund — 2025; $625M reported sold to 40 investors), BlackRock Monticello Debt Real Estate Investment Trust (New York, NY — reits and finance — 2025–2026; $349.1M reported sold to 955 investors), Greystone Monticello Opportunity Fund I LLC (New York, NY — pooled investment fund — 2023; $125M reported sold to 87 investors), MONTICELLOAM FUNDING LLC SERIES SH-100 (New York, NY — pooled investment fund — 2026; $80M reported sold to 97 investors), Greystone Monticello Funding LLC Series SH-68 (New York, NY — pooled investment fund — 2024; $64M reported sold to 6 investors) and 44 more (all listed below).

What this means That is a lot of deals — 49 separate companies raised money with this person listed as executive officer and director, over about 6 years. Across those companies the filings report $1.96B sold in total.

Listed alongside Jonathan Litt (54 shared filings), Thomas Lally (54 shared filings), KL2 Partners, LLC (25 shared filings, management entity), Park Collins Manager LLC (15 shared filings, management entity), Curtis Pollock (10 shared filings) and 13 others.

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Alan. Each name links to their own page.

The issuers belong to 2 sponsor groups: Monticelloam Funding (68 issuers, $3.18B reported sold, 2015–2026) and Blackrock (67 issuers, $15.56B reported sold, 2009–2026).

What this means This person is listed across more than one sponsor team; each group page shows that team's full track record.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 2 bankruptcy cases matching the name listed in Key records below.

What this means 2 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 54 public filings for Alan Litt and found 5 differences, 1 worth asking the sponsor about: 27 Form Ds were filed more than 15 days after the first sale; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Alan Litt has not run yet — it is joining a line of 50,196 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:15 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Alan Litt..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

2 cases: 2 closed (disposition not in docket feed)

Alan J Litt closed
United States Bankruptcy Court, D. New Jersey · No. 10-28458 · Filed Jun 16, 2010 · Closed Nov 5, 2010
Role of Alan J Litt: Debtor · Outcome: Case closed 2010-11-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 4 federal dockets); court in NJ (not a filing state)
Alan Litt and Marcia Litt closed
United States Bankruptcy Court, C.D. California · No. 1:08-bk-12084 · Filed Apr 4, 2008 · Closed Sep 17, 2008
Role of Alan Litt and Marcia Litt: Debtor · Outcome: Case closed 2008-09-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 4 federal dockets); court in CA (not a filing state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:15 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

5 differences found between the filings for Alan Litt — 1 worth asking about (compared the newest 50 of 54 filings on Oct 24, 2026; older filings not covered)

Note · Feb 15, 2002 – Jun 27, 2002

Bankruptcy case: Jill Hatton — filed Feb 15, 2002

United States Bankruptcy Court, E.D. New York docket "Jill Hatton" filed Feb 15, 2002, closed Jun 27, 2002. Jill S. Hatton (listed on the same filings) is listed as Debtor ("Jill Hatton"). Our match estimate: 70%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Sources
Note · Mar 10, 2023

Alan Litt appears on 1 deal that stopped filing before reaching its target

GREYSTONE MONTICELLO SPECIAL FUND XI LP (last filing Mar 10, 2023; $0 sold of $250,000,000). Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

Sources
Worth asking · Jan 19, 2023 – Sep 28, 2026

27 Form Ds were filed more than 15 days after the first sale

Form D filed 132 days after the first sale — MONTICELLOAM FUNDING SH-90 LLC · Form D filed 56 days after the first sale — MONTICELLOAM SENIOR HOUSING DEBT FUND I LLC · Form D filed 27 days after the first sale — MONTICELLOAM FUNDING LLC SERIES SH-103 · Form D filed 21 days after the first sale — MONTICELLOAM FUNDING LLC SERIES SH-102 · Form D filed 24 days after the first sale — MONTICELLOAM FUNDING LLC SERIES SH-98 · and 22 more

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Sources
Note · Jan 19, 2023 – Feb 9, 2023

No amendment in the last 12 months on an offering that may still be open — Greystone Monticello Funding LLC Series SH-65 (latest filing Feb 9, 2023)

The latest filing for this offering is dated Feb 9, 2023 (first sale Jan 19, 2023). It reports $4,850,000 sold of $6,102,511 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Sources
Note · Jan 5, 2021 – May 9, 2025

Alan Litt is written 2 different ways on the filings

listed as "Alan Litt" on 48 filings (from Jan 5, 2021), and "Alan G. Litt" on 3 filings (from May 9, 2025).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 54 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

2 of 50 offerings report sales commissions totalling $7,001,620; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Sep 28, 2026 D
MONTICELLOAM SENIOR HOUSING DEBT FUND I LLC
File 021-599039
$0$0$0N/A no CRD number reported
via J. Alden Associates, Inc. (CRD 40002 ↗)
EDGAR ↗
Aug 13, 2026 D/A
BlackRock Monticello Debt Real Estate Investment Trust
File 021-545656
$7,000,000 (est.)$0$0BlackRock Investments, LLC BrokerCheck CRD 38642 ↗
via BlackRock Investments, LLC (CRD 38642 ↗)

UBS Financial Services Inc. BrokerCheck CRD 8174 ↗
via UBS Financial Services Inc. (CRD 8174 ↗)

Citigroup Global Markets Inc. BrokerCheck CRD 7059 ↗
via Citigroup Global Markets Inc. (CRD 7059 ↗)
EDGAR ↗
Aug 13, 2026 D
MONTICELLOAM FUNDING LLC SERIES SH-103
File 021-594017
$0$0$0N/A no CRD number reported
via J. Alden Associates, Inc. (CRD 40002 ↗)
EDGAR ↗
Jun 9, 2026 D
MONTICELLOAM FUNDING LLC SERIES SH-102
File 021-586648
$0$0$0N/A no CRD number reported
via J. Alden Associates, Inc (CRD 40002 ↗)
EDGAR ↗
Apr 20, 2026 D
MONTICELLOAM FUNDING LLC SERIES SH-100
File 021-581077
$0$0$0N/A no CRD number reported
via J. Alden Associates, Inc. (CRD 40002 ↗)
EDGAR ↗
Apr 20, 2026 D
MONTICELLOAM FUNDING LLC SERIES SH-98
File 021-581076
$0$0$0N/A no CRD number reported
via J. Alden Associates, Inc. (CRD 40002 ↗)
EDGAR ↗
Mar 20, 2026 D
MONTICELLOAM FUNDING LLC SERIES SH-99
File 021-577182
$0$0$0N/A no CRD number reported
via J. Alden Associates, Inc. (CRD 40002 ↗)
EDGAR ↗
Jan 27, 2026 D
MONTICELLOAM FUNDING LLC SERIES SH-96
File 021-571239
$0$0$0N/A no CRD number reported
via J. Alden Associates, Inc. (CRD 40002 ↗)
EDGAR ↗
Dec 9, 2025 D
MONTICELLOAM FUNDING LLC SERIES SH-97
File 021-566219
$0$0$0N/A no CRD number reported
via J. Alden Associates, Inc (CRD 40002 ↗)
EDGAR ↗
Nov 5, 2025 D
MONTICELLOAM FUNDING LLC SERIES SH-94
File 021-563169
$0$0$0N/A no CRD number reported
via J. Alden Associates, Inc. (CRD 40002 ↗)
EDGAR ↗
Oct 9, 2025 D
MONTICELLOAM FUNDING LLC SERIES SH-92
File 021-560398
$0$0$0N/A no CRD number reported
via J. Alden Associates, Inc. (CRD 40002 ↗)
EDGAR ↗
Oct 9, 2025 D
MONTICELLOAM FUNDING SH-90 LLC
File 021-560395
$0$0$0N/A no CRD number reported
via J. Alden Associates, Inc (CRD 40002 ↗)
EDGAR ↗
Aug 28, 2025 D
MONTICELLOAM FUNDING LLC SERIES SH-93
File 021-556090
$0$0$0N/A no CRD number reported
via J. Alden Associates, Inc (CRD 40002 ↗)
EDGAR ↗
Jul 9, 2025 D
MONTICELLOAM FUNDING LLC SERIES SH-86
File 021-551140
$0$0$0N/A no CRD number reported
via J. Alden Associates, Inc. (CRD 40002 ↗)
EDGAR ↗
Jun 30, 2025 D
MONTICELLOAM FUNDING SH-89-B LLC
File 021-550365
$0$0$0N/A no CRD number reported
via J. Alden Associates, Inc. (CRD 40002 ↗)
EDGAR ↗
Jun 23, 2025 D/A
MONTICELLOAM FUNDING SH-75B LLC
File 021-514955
$1,620$0$0N/A no CRD number reported
via J. Alden Associates, Inc. (CRD 40002 ↗)
EDGAR ↗
Jun 4, 2025 D
MONTICELLOAM FUNDING LLC SERIES SH-85
File 021-548001
$0$0$0N/A no CRD number reported
via J. Alden Associates, Inc (CRD 40002 ↗)
EDGAR ↗
Apr 17, 2025 D
MonticelloAM Funding LLC Series SH-76
File 021-544002
$0$0$0N/A no CRD number reported
via J. Alden Associates, Inc. (CRD 40002 ↗)
EDGAR ↗
Feb 4, 2025 D
MonticelloAM Funding LLC Series SH-84
File 021-537212
$0$0$0N/A no CRD number reported
via J. Alden Associates, Inc. (CRD 40002 ↗)
EDGAR ↗
Jan 17, 2025 D
MonticelloAM Funding LLC Series SH-79
File 021-535589
$0$0$0N/A no CRD number reported
via J. Alden Associates, Inc. (CRD 40002 ↗)
EDGAR ↗
Jan 13, 2025 D
MonticelloAM Funding LLC Series SH-82
File 021-535031
$0$0$0N/A no CRD number reported
via J. Alden Associates, Inc. (CRD 40002 ↗)
EDGAR ↗
Jan 13, 2025 D
MonticelloAM Funding LLC Series SH-83
File 021-535034
$0$0$0N/A no CRD number reported
via J. Alden Associates, Inc. (CRD 40002 ↗)
EDGAR ↗
Dec 10, 2024 D
MonticelloAM Funding SH-74 LLC
File 021-531614
$0$0$0N/A no CRD number reported
via J. Alden Associates, Inc. (CRD 40002 ↗)
EDGAR ↗
Dec 10, 2024 D
MonticelloAM Funding LLC Series SH-78
File 021-531619
$0$0$0N/A no CRD number reported
via J. Alden Associates, Inc. (CRD 40002 ↗)
EDGAR ↗
Dec 10, 2024 D
MonticelloAM Funding LLC Series SH-80
File 021-531624
$0$0$0N/A no CRD number reported
via J. Alden Associates, Inc. (CRD 40002 ↗)
EDGAR ↗
Dec 10, 2024 D
MonticelloAM Funding SH-77 LLC
File 021-531627
$0$0$0N/A no CRD number reported
via J. Alden Associates, Inc. (CRD 40002 ↗)
EDGAR ↗
Oct 8, 2024 D
24 Acquisition LLC
File 021-526127
$0$0$0N/A no CRD number reported
via J. Alden Associates, Inc (CRD 40002 ↗)
EDGAR ↗
Jul 31, 2024 D
GREYSTONE MONTICELLO FUNDING LLC SERIES SH-72
File 021-520185
$0$0$0N/A no CRD number reported
via J. Alden Associates, Inc (CRD 40002 ↗)
EDGAR ↗
Apr 24, 2024 D
Greystone Monticello Funding SH-67-B LLC
File 021-511478
$0$0$0None listed on this filingEDGAR ↗
Apr 24, 2024 D
Greystone Monticello Funding SH-73-B LLC
File 021-511479
$0$0$0None listed on this filingEDGAR ↗
Apr 24, 2024 D
Greystone Monticello Funding LLC Series SH-68
File 021-511481
$0$0$0None listed on this filingEDGAR ↗
Dec 22, 2023 D
Greystone Monticello Opportunity Fund I LLC
File 021-500521
$0$0$0N/A no CRD number reported
via J. Alden Associates, Inc. (CRD 40002 ↗)
EDGAR ↗
Oct 25, 2023 D
GREYSTONE MONTICELLO FUNDING LLC SERIES SH-69
File 021-495573
$0$0$0N/A no CRD number reported
via J. Alden Associates, Inc. (CRD 40002 ↗)
EDGAR ↗
Aug 30, 2023 D
Greystone Monticello Funding LLC Series SH-71
File 021-491044
$0$0$0N/A no CRD number reported
via J. Alden Associates, Inc. (CRD 40002 ↗)
EDGAR ↗
Jun 30, 2023 D
GREYSTONE MONTICELLO FUNDING SH-66-B LLC
File 021-485727
$0$0$0N/A no CRD number reported
via J. Alden Associates, Inc. (CRD 40002 ↗)
EDGAR ↗
Mar 10, 2023 D
GREYSTONE MONTICELLO SPECIAL FUND XI LP
File 021-475446
$0$0$0None listed on this filingEDGAR ↗
Feb 9, 2023 D
Greystone Monticello Funding LLC Series SH-65
File 021-473091
$0$0$0None listed on this filingEDGAR ↗
Aug 22, 2022 D
Greystone Monticello Funding SH-63 LLC
File 021-456520
$0$0$0N/A no CRD number reported
via J. Alden Associates, Inc. (CRD 40002 ↗)
EDGAR ↗
Jun 28, 2022 D
Greystone Monticello Funding SH-64 LLC
File 021-450434
$0$0$0N/A no CRD number reported
via J. Alden Associates, Inc. (CRD 40002 ↗)
EDGAR ↗
May 16, 2022 D
Greystone Monticello Funding LLC Series SH-62
File 021-445729
$0$0$0None listed on this filingEDGAR ↗
Apr 1, 2022 D
Greystone Monticello Funding SH-52 LLC
File 021-439992
$0$0$0N/A no CRD number reported
via J. Alden Associates, Inc. (CRD 40002 ↗)
EDGAR ↗
Mar 2, 2022 D
Greystone Monticello Funding SH-58 LLC
File 021-435486
$0$0$0N/A no CRD number reported
via J. Alden Associates, Inc. (CRD 40002 ↗)
EDGAR ↗
Dec 21, 2021 D
Monticello Funding BTH-56 Mezz LLC
File 021-426036
$0$0$0N/A no CRD number reported
via J. Alden Associates, Inc. (CRD 40002 ↗)
EDGAR ↗
Dec 17, 2021 D
Monticello Funding BTH-53 Mezz LLC
File 021-425490
$0$0$0N/A no CRD number reported
via J. Alden Associates, Inc. (CRD 40002 ↗)
EDGAR ↗
Jul 22, 2021 D
Monticello Funding BTH-48, LLC
File 021-407246
$0$0$0N/A no CRD number reported
via J. Alden Associates, Inc. (CRD 40002 ↗)
EDGAR ↗
Jul 22, 2021 D
Monticello Funding BTH-48, LLC
File 021-407254
$0$0$0N/A no CRD number reported
via J. Alden Associates, Inc. (CRD 40002 ↗)
EDGAR ↗
Jan 11, 2021 D/A
Monticello Funding BTH-47 Mezz LLC
File 021-385214
$0$0$0N/A no CRD number reported
via J. Alden Associates, Inc. (CRD 40002 ↗)

N/A no CRD number reported
via Young America Capital, LLC (CRD 150443 ↗)
EDGAR ↗
Apr 2, 2020 D
Monticello Funding BTH-41, LLC
File 021-364198
$0$0$0None listed on this filingEDGAR ↗
Jan 27, 2020 D
Monticello Funding BTH-34, LLC
File 021-358962
$0$0$0N/A no CRD number reported
via J. Alden Associates, Inc. (CRD 40002 ↗)
EDGAR ↗
Jan 24, 2020 D
Monticello Special Fund V, Inc.
File 021-358934
$0$0$0Young America Capital, LLC BrokerCheck CRD 150443 ↗EDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Deals 49

Every issuer that named Alan Litt on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

Pooled Investment Fund · group: Monticelloam Funding

MONTICELLOAM SENIOR HOUSING DEBT FUND I LLC

New York, NY · Sep 28, 2026
  • Sep 28, 2026 · D · $25,910,000 sold of $25,910,000 · 68 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $25.9M from 68 investors (100% of the $25.9M target) as of the latest filing. Alan is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

REITS and Finance · group: Blackrock

BlackRock Monticello Debt Real Estate Investment Trust

New York, NY · May 9, 2025 → Aug 13, 2026 · 3 filings
  • Aug 13, 2026 · D/A · $349,137,503 sold of Indefinite · 955 investors · min. No minimum reported · role: Executive Officer (Executive Vice President) EDGAR ↗
  • Dec 12, 2025 · D/A · $115,183,500 sold of Indefinite · 202 investors · min. No minimum reported · role: Executive Officer (Executive Vice President) EDGAR ↗
  • May 9, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Vice President) EDGAR ↗

Raised $349.1M from 955 investors as of the latest filing. Alan is listed as executive officer on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

MONTICELLOAM FUNDING LLC SERIES SH-103

New York, NY · Aug 13, 2026
  • Aug 13, 2026 · D · $8,250,000 sold of $8,250,000 · 9 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $8.25M from 9 investors (100% of the $8.25M target) as of the latest filing. Alan is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

MONTICELLOAM FUNDING LLC SERIES SH-102

New York, NY · Jun 9, 2026
  • Jun 9, 2026 · D · $1,500,000 sold of $1,500,000 · 5 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $1.5M from 5 investors (100% of the $1.5M target) as of the latest filing. Alan is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

MONTICELLOAM FUNDING LLC SERIES SH-100

New York, NY · Apr 20, 2026
  • Apr 20, 2026 · D · $80,000,000 sold of $80,000,000 · 97 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $80M from 97 investors (100% of the $80M target) as of the latest filing. Alan is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

MONTICELLOAM FUNDING LLC SERIES SH-98

New York, NY · Apr 20, 2026
  • Apr 20, 2026 · D · $16,100,000 sold of $16,100,000 · 38 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $16.1M from 38 investors (100% of the $16.1M target) as of the latest filing. Alan is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

MONTICELLOAM FUNDING LLC SERIES SH-99

New York, NY · Mar 20, 2026
  • Mar 20, 2026 · D · $1,550,000 sold of $1,550,000 · 5 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $1.55M from 5 investors (100% of the $1.55M target) as of the latest filing. Alan is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

MONTICELLOAM FUNDING LLC SERIES SH-96

New York, NY · Jan 27, 2026
  • Jan 27, 2026 · D · $9,200,000 sold of $9,200,000 · 40 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $9.2M from 40 investors (100% of the $9.2M target) as of the latest filing. Alan is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

MONTICELLOAM FUNDING LLC SERIES SH-97

New York, NY · Dec 9, 2025
  • Dec 9, 2025 · D · $625,000,000 sold of $625,000,000 · 40 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $625M from 40 investors (100% of the $625M target) as of the latest filing. Alan is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

MONTICELLOAM FUNDING LLC SERIES SH-94

New York, NY · Nov 5, 2025
  • Nov 5, 2025 · D · $40,300,000 sold of $40,300,000 · 80 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $40.3M from 80 investors (100% of the $40.3M target) as of the latest filing. Alan is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

MONTICELLOAM FUNDING LLC SERIES SH-92

New York, NY · Oct 9, 2025
  • Oct 9, 2025 · D · $3,350,000 sold of $3,350,000 · 4 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $3.35M from 4 investors (100% of the $3.35M target) as of the latest filing. Alan is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

MONTICELLOAM FUNDING SH-90 LLC

New York, NY · Oct 9, 2025
  • Oct 9, 2025 · D · $914,849 sold of $914,849 · 2 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $915K from 2 investors (100% of the $915K target) as of the latest filing. Alan is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

MONTICELLOAM FUNDING LLC SERIES SH-93

New York, NY · Aug 28, 2025
  • Aug 28, 2025 · D · $4,525,000 sold of $4,525,000 · 6 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $4.53M from 6 investors (100% of the $4.53M target) as of the latest filing. Alan is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

MONTICELLOAM FUNDING LLC SERIES SH-86

New York, NY · Jul 9, 2025
  • Jul 9, 2025 · D · $20,200,000 sold of $20,200,000 · 68 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $20.2M from 68 investors (100% of the $20.2M target) as of the latest filing. Alan is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

MONTICELLOAM FUNDING SH-89-B LLC

New York, NY · Jun 30, 2025
  • Jun 30, 2025 · D · $10,500,000 sold of $10,500,000 · 48 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $10.5M from 48 investors (100% of the $10.5M target) as of the latest filing. Alan is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

MONTICELLOAM FUNDING SH-75B LLC

New York, NY · Jun 3, 2024 → Jun 23, 2025 · 2 filings
  • Jun 23, 2025 · D/A · $11,900,000 sold of $11,900,000 · 73 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Jun 3, 2024 · D · $11,900,000 sold of $11,900,000 · 71 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $11.9M from 73 investors (100% of the $11.9M target) as of the latest filing. Alan is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

MONTICELLOAM FUNDING LLC SERIES SH-85

New York, NY · Jun 4, 2025
  • Jun 4, 2025 · D · $14,471,728 sold of $14,471,728 · 58 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $14.5M from 58 investors (100% of the $14.5M target) as of the latest filing. Alan is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

MonticelloAM Funding LLC Series SH-76

New York, NY · Apr 17, 2025
  • Apr 17, 2025 · D · $8,100,000 sold of $8,100,000 · 52 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $8.1M from 52 investors (100% of the $8.1M target) as of the latest filing. Alan is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

MonticelloAM Funding LLC Series SH-84

New York, NY · Feb 4, 2025
  • Feb 4, 2025 · D · $6,000,000 sold of $6,000,000 · 42 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $6M from 42 investors (100% of the $6M target) as of the latest filing. Alan is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

MonticelloAM Funding LLC Series SH-79

New York, NY · Jan 17, 2025
  • Jan 17, 2025 · D · $13,946,380 sold of $13,946,380 · 45 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $13.9M from 45 investors (100% of the $13.9M target) as of the latest filing. Alan is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

MonticelloAM Funding LLC Series SH-83

New York, NY · Jan 13, 2025
  • Jan 13, 2025 · D · $4,750,000 sold of $4,750,000 · 6 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $4.75M from 6 investors (100% of the $4.75M target) as of the latest filing. Alan is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

MonticelloAM Funding LLC Series SH-82

New York, NY · Jan 13, 2025
  • Jan 13, 2025 · D · $9,820,000 sold of $9,820,000 · 44 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $9.82M from 44 investors (100% of the $9.82M target) as of the latest filing. Alan is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

MonticelloAM Funding SH-77 LLC

New York, NY · Dec 10, 2024
  • Dec 10, 2024 · D · $40,000,000 sold of $40,000,000 · 58 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $40M from 58 investors (100% of the $40M target) as of the latest filing. Alan is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

MonticelloAM Funding LLC Series SH-80

New York, NY · Dec 10, 2024
  • Dec 10, 2024 · D · $25,000,000 sold of $25,000,000 · 64 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $25M from 64 investors (100% of the $25M target) as of the latest filing. Alan is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

MonticelloAM Funding LLC Series SH-78

New York, NY · Dec 10, 2024
  • Dec 10, 2024 · D · $28,000,000 sold of $28,000,000 · 54 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $28M from 54 investors (100% of the $28M target) as of the latest filing. Alan is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

MonticelloAM Funding SH-74 LLC

New York, NY · Dec 10, 2024
  • Dec 10, 2024 · D · $7,292,619 sold of $7,292,619 · 6 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $7.29M from 6 investors (100% of the $7.29M target) as of the latest filing. Alan is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

24 Acquisition LLC

New York, NY · Oct 8, 2024
  • Oct 8, 2024 · D · $56,500,000 sold of $56,500,000 · 67 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $56.5M from 67 investors (100% of the $56.5M target) as of the latest filing. Alan is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

GREYSTONE MONTICELLO FUNDING LLC SERIES SH-72

New York, NY · Jul 31, 2024
  • Jul 31, 2024 · D · $17,200,000 sold of $17,200,000 · 66 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $17.2M from 66 investors (100% of the $17.2M target) as of the latest filing. Alan is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

Greystone Monticello Funding LLC Series SH-68

New York, NY · Apr 24, 2024
  • Apr 24, 2024 · D · $64,000,000 sold of $64,000,000 · 6 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $64M from 6 investors (100% of the $64M target) as of the latest filing. Alan is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

Greystone Monticello Funding SH-73-B LLC

New York, NY · Apr 24, 2024
  • Apr 24, 2024 · D · $7,055,000 sold of $7,055,000 · 48 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $7.05M from 48 investors (100% of the $7.05M target) as of the latest filing. Alan is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

Greystone Monticello Funding SH-67-B LLC

New York, NY · Apr 24, 2024
  • Apr 24, 2024 · D · $47,825,000 sold of $47,825,000 · 4 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $47.8M from 4 investors (100% of the $47.8M target) as of the latest filing. Alan is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

Greystone Monticello Opportunity Fund I LLC

New York, NY · Dec 22, 2023
  • Dec 22, 2023 · D · $125,000,000 sold of $125,000,000 · 87 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $125M from 87 investors (100% of the $125M target) as of the latest filing. Alan is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

GREYSTONE MONTICELLO FUNDING LLC SERIES SH-69

New York, NY · Oct 25, 2023
  • Oct 25, 2023 · D · $45,000,000 sold of $45,000,000 · 3 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $45M from 3 investors (100% of the $45M target) as of the latest filing. Alan is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

Greystone Monticello Funding LLC Series SH-71

New York, NY · Aug 30, 2023
  • Aug 30, 2023 · D · $17,000,000 sold of $17,000,000 · 49 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $17M from 49 investors (100% of the $17M target) as of the latest filing. Alan is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

GREYSTONE MONTICELLO FUNDING SH-66-B LLC

New York, NY · Jun 30, 2023
  • Jun 30, 2023 · D · $29,100,000 sold of $29,100,000 · 47 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $29.1M from 47 investors (100% of the $29.1M target) as of the latest filing. Alan is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

GREYSTONE MONTICELLO SPECIAL FUND XI LP

New York, NY · Mar 10, 2023
  • Mar 10, 2023 · D · $0 sold of $250,000,000 · 0 investors · min. $100,000 · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Alan is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

Greystone Monticello Funding LLC Series SH-65

New York, NY · Feb 9, 2023
  • Feb 9, 2023 · D · $4,850,000 sold of $6,102,511 · 42 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $4.85M from 42 investors (79% of the $6.1M target) as of the latest filing. Alan is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

Greystone Monticello Funding SH-63 LLC

New York, NY · Aug 22, 2022
  • Aug 22, 2022 · D · $3,516,005 sold of $3,516,005 · 35 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $3.52M from 35 investors (100% of the $3.52M target) as of the latest filing. Alan is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

Greystone Monticello Funding SH-64 LLC

New York, NY · Jun 28, 2022
  • Jun 28, 2022 · D · $27,100,000 sold of $27,100,000 · 73 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $27.1M from 73 investors (100% of the $27.1M target) as of the latest filing. Alan is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

Greystone Monticello Funding LLC Series SH-62

New York, NY · May 16, 2022
  • May 16, 2022 · D · $2,200,000 sold of $2,200,000 · 4 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $2.2M from 4 investors (100% of the $2.2M target) as of the latest filing. Alan is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

Greystone Monticello Funding SH-52 LLC

New York, NY · Apr 1, 2022
  • Apr 1, 2022 · D · $8,580,000 sold of $8,580,000 · 38 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $8.58M from 38 investors (100% of the $8.58M target) as of the latest filing. Alan is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

Greystone Monticello Funding SH-58 LLC

New York, NY · Mar 2, 2022
  • Mar 2, 2022 · D · $6,927,500 sold of $6,927,500 · 38 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $6.93M from 38 investors (100% of the $6.93M target) as of the latest filing. Alan is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

Monticello Funding BTH-56 Mezz LLC

New York, NY · Dec 21, 2021
  • Dec 21, 2021 · D · $34,564,338 sold of $34,564,338 · 46 investors · min. $100,000 · role: Director EDGAR ↗

Raised $34.6M from 46 investors (100% of the $34.6M target) as of the latest filing. Alan is listed as director.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

Monticello Funding BTH-53 Mezz LLC

New York, NY · Dec 17, 2021
  • Dec 17, 2021 · D · $3,500,000 sold of $3,500,000 · 30 investors · min. $100,000 · role: Director EDGAR ↗

Raised $3.5M from 30 investors (100% of the $3.5M target) as of the latest filing. Alan is listed as director.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

Monticello Funding BTH-48, LLC

New York, NY · Jul 22, 2021 → Jul 22, 2021 · 2 filings
  • Jul 22, 2021 · D · $8,789,474 sold of $8,789,474 · 42 investors · min. $100,000 · role: Director EDGAR ↗
  • Jul 22, 2021 · D · $8,789,474 sold of $8,789,474 · 42 investors · min. $100,000 · role: Director EDGAR ↗

Raised $8.79M from 42 investors (100% of the $8.79M target) as of the latest filing. Alan is listed as director on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

Monticello Funding BTH-47 Mezz LLC

New York, NY · Jan 5, 2021 → Jan 11, 2021 · 2 filings
  • Jan 11, 2021 · D/A · $34,500,000 sold of $34,500,000 · 69 investors · min. $100,000 · role: Director EDGAR ↗
  • Jan 5, 2021 · D · $34,500,000 sold of $34,500,000 · 69 investors · min. $100,000 · role: Director EDGAR ↗

Raised $34.5M from 69 investors (100% of the $34.5M target) as of the latest filing. Alan is listed as director on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

Monticello Funding BTH-41, LLC

New York, NY · Apr 2, 2020
  • Apr 2, 2020 · D · $5,521,053 sold of $5,521,053 · 4 investors · min. $25,000 · role: Director EDGAR ↗

Raised $5.52M from 4 investors (100% of the $5.52M target) as of the latest filing. Alan is listed as director.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

Pooled Investment Fund · group: Monticelloam Funding

Monticello Funding BTH-34, LLC

New York, NY · Jan 27, 2020
  • Jan 27, 2020 · D · $9,890,000 sold of $9,890,000 · 42 investors · min. $12,500 · role: Director EDGAR ↗

Raised $9.89M from 42 investors (100% of the $9.89M target) as of the latest filing. Alan is listed as director.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Monticelloam Funding

Monticello Special Fund V, Inc.

New York, NY · Jan 24, 2020
  • Jan 24, 2020 · D · $31,578,947 sold of $31,578,947 · 2 investors · min. $100,000 · role: Director EDGAR ↗

Raised $31.6M from 2 investors (100% of the $31.6M target) as of the latest filing. Alan is listed as director.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

People around Alan 18

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET.

Management entity

KL2 Partners, LLC

Director · 25 shared filings (23 issuers) · also on 12 other issuers

KL2 Partners, LLC is on 35 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

Park Collins Manager LLC

Director · 15 shared filings (15 issuers)

Park Collins Manager LLC is on 15 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

GMJV - Manager, LLC

Director · 9 shared filings (9 issuers)

GMJV - Manager, LLC is on 9 issuers in total — a repeat sponsor. Their page lists every one.

Management entity

GMJV - Manager II LLC

Director · 1 shared filing (1 issuer)

Listed on the same filings as Alan Litt. Their page shows their other deals.

TL
No photo found yet (own website and image search run after this page is viewed)
Person

Thomas Lally

Director, Executive Officer · 54 shared filings (49 issuers)

Thomas Lally is on 49 issuers in total — a repeat sponsor. Their page lists every one.

JL
No photo found yet (own website and image search run after this page is viewed)
Person

Jonathan Litt

Executive Officer, Director · 54 shared filings (49 issuers) · also on 1 other issuer

Jonathan Litt is on 50 issuers in total — a repeat sponsor. Their page lists every one.

SR
No photo found yet (own website and image search run after this page is viewed)
Person

Stephen Rosenberg

Executive Officer · 10 shared filings (10 issuers) · also on 1 other issuer

Stephen Rosenberg is on 11 issuers in total — a repeat sponsor. Their page lists every one.

CP
No photo found yet (own website and image search run after this page is viewed)
Person

Curtis Pollock

Executive Officer · 10 shared filings (10 issuers) · also on 2 other issuers

Curtis Pollock is on 12 issuers in total — a repeat sponsor. Their page lists every one.

RW
No photo found yet (own website and image search run after this page is viewed)
Person

Robert Weiss

Executive Officer · 3 shared filings (1 issuer) · also on 17 other issuers

Robert Weiss is on 18 issuers in total — a repeat sponsor. Their page lists every one.

TT
No photo found yet (own website and image search run after this page is viewed)
Person

Thomas F. Troy

Director · 3 shared filings (1 issuer)

Listed on the same filings as Alan Litt. Their page shows their other deals.

JR
No photo found yet (own website and image search run after this page is viewed)
Person

James Rehlaender

Executive Officer · 3 shared filings (1 issuer) · also on 5 other issuers

James Rehlaender is on 6 issuers in total — a repeat sponsor. Their page lists every one.

JH
No photo found yet (own website and image search run after this page is viewed)
Person

Jill S. Hatton

Director · 3 shared filings (1 issuer)

Listed on the same filings as Alan Litt. Their page shows their other deals.

BS
No photo found yet (own website and image search run after this page is viewed)
Person

Barry W. Szarvas Jr.

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Alan Litt. Their page shows their other deals.

LL
No photo found yet (own website and image search run after this page is viewed)
Person

Larry LaGrone

Director · 3 shared filings (1 issuer)

Listed on the same filings as Alan Litt. Their page shows their other deals.

DD
No photo found yet (own website and image search run after this page is viewed)
Person

Daniel Dunay

Executive Officer, Director · 3 shared filings (1 issuer)

Listed on the same filings as Alan Litt. Their page shows their other deals.

RK
No photo found yet (own website and image search run after this page is viewed)
Person

Robert Karnes

Executive Officer · 3 shared filings (1 issuer) · also on 21 other issuers

Robert Karnes is on 22 issuers in total — a repeat sponsor. Their page lists every one.

MF
No photo found yet (own website and image search run after this page is viewed)
Person

Marc A. Fox

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Alan Litt. Their page shows their other deals.

GM
No photo found yet (own website and image search run after this page is viewed)
Person

Gregory McManus

Executive Officer · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as Alan Litt. Their page shows their other deals.

The team behind the deals

Sponsor group

Monticelloam Funding

68 issuers · 93 filings · $3.18B reported sold · 2015–2026

One team, 68 deal companies. Alan Litt is listed on 48 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Alan Litt.

Sponsor group

Blackrock

67 issuers · 172 filings · $15.56B reported sold · 2009–2026

One team, 67 deal companies. Alan Litt is listed on 1 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Alan Litt.

Same business address

51 other issuers file from the same address (first 50 shown)

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Business registration (state registry / Secretary of State)

Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).

Adviser registration (Form ADV)

None of the 49 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Alan Litt by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 49 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Alan Litt is listed on: none on file. No website or social profile named in MONTICELLOAM FUNDING LLC SERIES SH-97's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #50,990 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (New York, NY). Each opens in a new tab; what you find there is not verified by PartnerFacts.

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