Modera Wealth Management LLC


Assets, Funds, Holdings

Home | Sign Up | Log In
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Modera Wealth Management LLC
CRD #155649
SEC #801-71973
CIK #1542143
AUM $2.7 BB (99% Disc, 100% US, 2020-03-11)
Employees64 (58% Investors, 0% Brokers)
Address56 Jefferson Avenue
Westwood, NJ 07675
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($BB)
Sector Issuer Cap ($MM) Value ($MM)
STIP 101.7
IEMG 41.4
IJH 36.9
EMB 35.0
VTIP 25.7
SCZ 24.6
VTV 23.2
VGSH 20.5
VWO 16.1
VBR 15.7
View All
Holdings by Sector ($)
Type Private Fund Form D Sold ($MM) AUM ($MM)
PE Modera Alternative Investments LP 0.1
View All
Comparable Firms State AUM ($BB)
Wildcat Capital Management LLC
NY 3.3
Kovitz Investment Group LLC
IL 3.1
CM Wealth Advisors LLC
OH 2.9
Optimal Asset Management Inc
CA 2.6
Sandler Capital Management
NY 2.6
Mudrick Capital Management LP
NY 2.6
IIFL Asset Management Limited
Southeast Asset Advisors LLC
GA 2.5
Vantage Consulting Group Inc
VA 2.5
Keel Point LLC
AL 2.4
Terms of Service | Privacy Policy | User Guide