Investment adviser · CRD 166921
MODEL CAPITAL MANAGEMENT LLC
Investment adviser filing (IA)
WALTHAM, MA, United States · Form ADV filed Aug 10, 2022
- Regulatory AUM
- $50.6M Form ADV · Item 5.F
- Client accounts
- 12 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | Fewer than 5 | $50,583,684 | 100.0% |
Filing source
Form ADV 1668899 · Aug 10, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 10, 2022. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Subscription
Principal office
303 WYMAN ST.WALTHAM, MA, 02451, United States
CRD 166921
Filing source
Form ADV 1668899 · Aug 10, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.