Modum Asset Management LLC
Firm details
- Headquarters
- Mexico City,
- CRD number
- 316200
- Registered since
- May 16, 2024
- Website
- modumam.com
- Custodians
- MORGAN STANLEY & CO. LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, UBS FINANCIAL SERVICES INC., J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI73.4%
- Corporations / Businesses25.55%
- Individuals1.05%
Firm profile
FINTRXOverview
Modum Asset Management LLC is an independent, privately owned adviser that serves both individual & family and institutional clients. The firm charges fees based on a percentage of assets under management and is organized under individual ownership. Its regulatory filings indicate it is not positioned as a capital allocator or an ESG-focused manager, and it does not identify as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Private Funds15%
- US Government Bonds12%
- Exchange Traded Equities3%
- Investment Grade Corp Bonds1%
Owners & executives
3 of 3Baltasar Robinson Bours
Managing member & COOCRD 7787742
Jendanny Rana Custodio
CIO and PartnerCRD 7357404
Jacob Dabdoub Hernandez
Partner and Chief Executive OfficerCRD 7357467
Contacts
1 of 1
Luis Ledinich Ascencio
PartnerCRD 7351384
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mexico City, null
Nassau
Location
Mexico City, null
Headquartered in Mexico City, null, anchoring the New York-Newark, NY-NJ-CT-PA metro.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- County
- Nassau
- Address
- Campos Elseos 345
- Office locations
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