Investment adviser · CRD 339228
MODELL CAPITAL MANAGEMENT LLC
Investment adviser filing (IA)
BLOOMFIELD HILLS, MI, United States · Form ADV filed Feb 12, 2026
- Regulatory AUM
- $1.88B Form ADV · Item 5.F
- Client accounts
- 918 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 3 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 |
|---|---|---|---|
| High-net-worth individuals | 101 | $1,485,988,207 | 78.9% |
| Individuals | 270 | $323,800,249 | 17.2% |
| Corporations & businesses | 10 | $33,274,169 | 1.8% |
| Retirement plans | 7 | $20,372,360 | 1.1% |
| Insurance companies | Fewer than 5 | $11,163,617 | 0.6% |
| Charities | 5 | $9,583,208 | 0.5% |
Filing source
Form ADV 2053140 · Feb 12, 2026 · 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: Feb 12, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
91 W. LONG LAKE ROADBLOOMFIELD HILLS, MI, 48304, United States
CRD 339228
Filing source
Form ADV 2053140 · Feb 12, 2026 · 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.