Modell Capital Management LLC: new SEC registration, $1,884M AUM, Bloomfield Hills, MI
Modell Capital Management LLC (Bloomfield Hills, Michigan): new SEC registration, $1,884M AUM, Bloomfield Hills, MI. Its amount of 1,884 is top-decile (96th percentile of 1,149 records). Dated 325 days ago, it serves as a historical benchmark. Score 50/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 1,884 · 96th percentile of 1,149 NewRiaPulse records · 14.1x the median
Free preview: all 10 published fields of this record are shown below. Locked: 26 related MI NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Modell Capital Management LLC |
| Legal name | Modell Capital Management LLC |
| CRD | 339228 |
| Status | Approved |
| Registered with the SEC | 2025-12-15 |
| Latest Form ADV filing | 2026-02-12 |
| Location | Bloomfield Hills, MI, United States |
| Regulatory AUM | $1,884,181,810 |
| Accounts | 918 |
| Employees | 7 |
| amount percentile | 96th of 1,149 (median 134, 14.1x median) |
| Peer records CSV (27 MI records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-12-15
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (MI first): Mbx Investors LLC · Vertrix Wealth Management, LLC · Marnell Management LLC · Northern Edge Wealth Management · Solyco Capital LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Modell Capital Management LLC and 27 Michigan peers
- Michigan NewRiaPulse records like this one: 27
- Modell Capital Management LLC's amount: 96th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Michigan peer: $5,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
50 / 100 Score
- $1,884M under management.
What is the NewRiaPulse record for Modell Capital Management LLC in Bloomfield Hills, Michigan?
Modell Capital Management LLC received SEC registration as an investment adviser (2025-12-15) with $1,884,181,810 in regulatory assets under management, based in Bloomfield Hills, MI.
How does Modell Capital Management LLC compare to other Michigan NewRiaPulse records?
This is a top-decile record: its amount of 1,884 is 14.1x the median of 134 across 1,149 records. It is 325 days old; check the official source for later updates before acting.
Modell Capital Management LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Modell Capital Management LLC | Bloomfield Hills, MI | 1,884 | 96th | 2025-12-15 |
| Access Ventures | New York, NY | 1,879 | 96th | 2026-08-06 |
| Collaborative Fund Management LLC | New York, NY | 1,844 | 96th | 2026-09-25 |
| Clarity Investment Management INC. | Vancouver | 1,943 | 96th | 2026-07-23 |
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NewRiaPulse: $1B-$10B NewRiaPulse: records in Michigan NewRiaPulse: Approved
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✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.