Model Capital Management LLC

RIASEC RegisteredEst. 2018

Total AUM

$47.6M

Discretionary

$46.2M

97% of AUM

Avg account

$4.3M

Accounts

11

Employees

3

Advisory reps

2

Firm details

Headquarters: Waltham, Massachusetts
CRD number: 166921
Registered since: August 27, 2018
Website: modelcapital.com
Fee structure: Percentage of AUM
Client types: Other Investment Advisers100%
Services: Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Model Capital Management LLC is an institutional registered investment adviser formed in 2018 that focuses on portfolio management for institutional clients. The firm is structured as an LLC with individual ownership and charges fees as a percentage of assets under management. Its stated activity is advisory services for businesses or institutions; it does not identify as an active ESG investor, is not a multi-state adviser, and is not organized as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds100%

Contacts

2 of 2

Francis Donovan
Vice President, Business DevelopmentCRD 6461493
Roman Chuyan
General PartnerCRD 2997655

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 4

Active vs passive

$715M in ETFs

Passive

100%

$715M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SPDR(R) PORTFOLIO SHORT TERM TREASURY ETF (SPTS)	State Street	Passive	Short Government	$358M	11,671,583	49.99%

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Primary office

Waltham, MA

Middlesex

Location

Waltham, MA

Headquartered in Waltham, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area: Boston-Worcester-Providence, MA-RI-NH-CT
Region: Northeast
County: Middlesex
Address: 303 Wyman St
Time zone: ET (UTC-5)
Office locations

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