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MONTICELLO ASSOCIATES

HQ - Denver

Summary

Monticello Associates is an investment consulting firm that provides non-discretionary investment advisory services to foundations, endowments, and family offices.

Deals Overview

Total Deals1

Valued Deals0

Total Value-

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Market Context

Senior Management

Grady Durham
Founder and Executive Chairman

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18 Aug 2025|United States|Asset Managers and Custodians

Target: MONTICELLO ASSOCIATES

Bidder: CRESSET ASSET MANAGEMENT LLC

3 Service Providers

2 Target | 1 Bidder

14 Dealmakers

12 Target | 2 Bidder

n/a

Value

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