Modera Wealth Management LLC

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CAFR Data
Modera Wealth Management LLC
CRD #155649
SEC #801-71973
CIK #1542143
AUM $2.7 BB (99% Disc, 100% US, 2020-03-11)
Employees64 (58% Investors, 0% Brokers)
Phone201-768-4600
Address56 Jefferson Avenue
Westwood, NJ 07675
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($BB)
5.04.03.02.01.00.02008201220162021
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
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Holdings by Sector ($)
0.60.50.40.20.10.02014201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
PE Modera Alternative Investments LP 0.1
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Comparable Firms State AUM ($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
2.6
Southeast Asset Advisors LLC
GA 2.5
Vantage Consulting Group Inc
VA 2.5
Keel Point LLC
AL 2.4
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