Allocator Index · CRD 175346
1900 WEALTH
San Antonio, TX · 210-736-7770 · linkedin.com/company/monticello-wealth-management/
Fit score
84
- real_estate_fund+40
- hnw>=200+20
- hnw_majority+8
- employees 3-60+8
- aum $3.0B-$10.0B+8
HNW clients
230
Other individuals
224
HNW assets
$1.66B
Total AUM
$3.07B
Employees
22
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| 1900 SV FORUM 2024 SERIES | Real Estate Fund | $15.4M |
| 1900 PDC BUDA 2023 SERIES | Real Estate Fund | $2.9M |
| 1900 FORMENTERA FUND II 2022 SERIES | Other Private Fund | $22.1M |
| 1900 FORMENTERA FUND 3 2025 SERIES | Other Private Fund | $7.2M |
| 1900 INSIGHT EQUITY 4 2023 SERIES | Private Equity Fund | $6.4M |
| 1900 ELEVATE MUSIC 4 2024 SERIES | Private Equity Fund | $3.5M |
| 1900 ASTO CP FUND I 2024 SERIES | Private Equity Fund | $3.1M |
| 1900 KITSCH 2023 SERIES | Private Equity Fund | $2.6M |
| 1900 HAVOCAI CO-INVEST 2026 SERIES | Venture Capital Fund | $2.6M |
| 1900 SCOUT VENTURES FUND 5 2025 SERIES | Venture Capital Fund | $1.4M |
| 1900 IRONSPRING VENTURE FUND 2 2024 SERIES | Private Equity Fund | $1.0M |
| 1900 DIRECT SERIES LLC | Private Equity Fund | $0 |