|
⚲
|
| Keyboard |
| Modern Portfolio Consultants LLC
✚
|
|
|---|---|
| CRD # | 120846 |
| SEC # | 801-61244 |
| CIK # | |
| AUM | 1,196.6 M (2026-03-26) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 239-359-6400 |
| Address | 4850 Tamiami Trail N Naples, FL 34103 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 9 | 1,196.6 |
| Total | 9 | 1,196.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 9 | 1,196.6 |
| Total | 9 | 1,196.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,196.6 | |
| Total | 9 | 1,196.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 9 |
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
Palmer Square BDC Advisor LLC
✚
|
KS | 1,217.7 M |
|
BMO Capital Markets Corp
✚
|
NY | 1,210.8 M |
|
Tokio Marine Asset Management USA Ltd
✚
|
NY | 1,210.1 M |
|
Amergin Asset Management LLC
✚
|
FL | 1,209.3 M |
|
Brightspire Capital Advisors LLC
✚
|
NY | 1,203.2 M |
|
BlueMountain Fuji Management LLC
✚
|
NY | 1,199.3 M |
|
Flatiron RR LLC Manager Series
✚
|
NY | 1,197.7 M |
|
Brooknoll Advisors LLC
✚
|
MA | 1,189.7 M |
|
Black Lake Investments LLC
✚
|
MN | 1,189.3 M |
|
Polus Capital Management US Inc
✚
|
NY | 1,183.3 M |