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MODELL CAPITAL MANAGEMENT LLC
CRD 339228 · SEC 801-134961
91 W. LONG LAKE ROAD, BLOOMFIELD HILLS, MI, 48304, United States
Phone
(248) 723-8000
Fax
(248) 723-8090
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.88B
Discretionary AUM
$1.88B
Team
7 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-12
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 270 | $323.8M |
| High net worth individuals | 101 | $1.49B |
| Pension/profit sharing plans | 7 | $20.4M |
| Charitable organizations | 5 | $9.6M |
| Insurance companies | 1 | $11.2M |
| Corporations/business entities | 10 | $33.3M |
States served
AZ, CA, CO, GA, IL, LA, MD, MI, NY, TX, FL
Official SEC filing: View on IAPD