|
⚲
|
| Modern Portfolio Consultants LLC
✚
|
|
|---|---|
| CRD # | 120846 |
| SEC # | 801-61244 |
| CIK # | |
| AUM | $970.3 MM (2023-03-24) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 239-359-6400 |
| Address | 4850 Tamiami Trail N Naples, FL 34103 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 8 | 970.3 |
| Total | 8 | 970.3 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 8 | 970.3 |
| Total | 8 | 970.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 970.3 | |
| Total | 8 | 970.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Occudo Quantitative Strategies LP
✚
|
FL | 1.0 |
|
Virtus Alternative Investment Advisers Inc
✚
|
CT | 1.0 |
|
The Patterson Capital Corporation
✚
|
CA | 1.0 |
|
FS Structured Products Advisor LLC
✚
|
PA | 1.0 |
|
TCG Crossover Management LLC
✚
|
CA | 1.0 |
|
CAVU Consumer Partners LLC
✚
|
NY | 1.0 |
|
Holbrook Holdings Inc
✚
|
GA | 1.0 |
|
Soma Capital Management LLC
✚
|
FL | 0.9 |
|
Novant Asset Management LLC
✚
|
NC | 0.9 |
|
3L Capital Management LLC
✚
|
CA | 0.9 |