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⚲
|
| Keyboard |
| Modern Capital Management Co
✚
|
|
|---|---|
| CRD # | 306631 |
| SEC # | 801-117876 |
| CIK # | |
| AUM | 90.7 M (2026-03-31) |
| Employees | 6 (50% Investors, 33% Brokers) |
| Fees | |
| Minimum | |
| Phone | 843-892-0244 |
| Address | 75 Port City Landing Mt Pleasant, SC 29464 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 3.3 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 12 | 9.2 |
| (d) Investment companies | 1 | 76.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 25 | 90.7 |
| By Discretionary | ||
| Discretionary | 20 | 87.3 |
| Non-Discretionary | 5 | 3.3 |
| Total | 25 | 90.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 90.7 | |
| Total | 25 | 90.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| LEI | 894500PQLJNFXLSLMD41 |
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|---|---|---|
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|
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Vault Fiduciary LLC
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|
The Moneypaper Advisor Inc
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91.0 M | |
|
Novawave Capital LLC
✚
|
CA | 90.0 M |
|
Union Street Partners LLC
✚
|
VA | 86.3 M |
|
Arrow Investment Management LLC
✚
|
NY | 85.6 M |