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⚲
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| Modern Portfolio Consultants LLC
✚
| |
|---|---|
| CRD # | 120846 |
| SEC # | 801-61244 |
| CIK # | |
| AUM | $1.0 BB (2024-03-16) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 239-359-6400 |
| Address | 4850 Tamiami Trail N Naples, FL 34103 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 8 | 1,023.4 |
| Total | 8 | 1,023.4 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 8 | 1,023.4 |
| Total | 8 | 1,023.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,023.4 | |
| Total | 8 | 1,023.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Abrdn ETFS Advisors LLC
✚
|
PA | 1.0 |
|
Dupree & Company Inc
✚
|
KY | 1.0 |
|
Silver Point Specialty Credit Fund Management LLC
✚
|
CT | 1.0 |
|
Goodwin Capital Advisers Inc
✚
|
CT | 1.0 |
|
Spur Capital Partners LLC
✚
|
OK | 1.0 |
|
AIP Management US Inc
✚
|
NY | 1.0 |
|
Southern Ridges Capital USA LLC
✚
|
NY | 1.0 |
|
Phoenix Merchant Partners LP
✚
|
NY | 1.0 |
|
Sierra Crest Investment Management LLC
✚
|
NY | 1.0 |
|
ACME LLC
✚
|
CA | 1.0 |