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Adviser Profile

Registration status Registration Changed to MODUM ASSET MANAGEMENT LLC
As of Date 05/18/2024
Adviser Type
Number of Employees 4
of those in investment advisory functions 4
AUM* 50,604,405
of that, discretionary 40,704,608
Private Fund GAV* 0
Avg Account Size 1,533,467
% High Net Worth 42.31%
SMA’s No
Private Funds 0
Contact Info (33 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

Employees