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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Modern Portfolio Consultants LLC
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|---|---|
| CRD # | 120846 |
| SEC # | 801-61244 |
| CIK # | |
| AUM | $1.0 B (2025-03-25) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 239-359-6400 |
| Address | 4850 Tamiami Trail N Naples, FL 34103 |
| Source | [IAPD] [Website] |
| Total AUM ($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 | 8 | 1,015.5 |
| Total | 8 | 1,015.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 8 | 1,015.5 |
| Total | 8 | 1,015.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,015.5 | |
| Total | 8 | 1,015.5 |
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|---|---|---|
|
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1.0 | |
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OpenView Advisors LLC
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MA | 1.0 |
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1.0 | |
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Astatine Asset Management LLC
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CT | 1.0 |
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Silver Point Specialty Credit Fund Management LLC
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CT | 1.0 |
|
Standpoint Asset Management LLC
✚
|
AZ | 1.0 |
|
AGL US DL Management LLC
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|
NY | 1.0 |
|
Clarus Ventures LLC
✚
|
MA | 1.0 |
|
Bitkraft Ventures Management LLC
✚
|
1.0 | |
|
Quona Capital Management LLC
✚
|
DC | 1.0 |