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 a limited liability company focused on providing portfolio management services primarily for institutional clients. Established in 2018, the firm operates under a fee structure based on a percentage of assets under management. While it does not actively engage in ESG investing, it has carved out a niche in managing investments for businesses and institutions, showcasing a commitment to tailored investment strategies that align with client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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%

Unlock additional holdings →

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

Similar firms

SAVVI FINANCIAL LLC

WALTHAM, MA

AUM $44.7MTEAM 22REPS 7

SEAMANS CAPITAL MANAGEMENT, LLC

WALTHAM, MA

AUM $171MTEAM 9REPS 3

JSK CAPITAL ADVISORS, LLC

WALTHAM, MA

AUM $10.6MTEAM 1REPS 1

PROSPECT HILL GROWTH PARTNERS, L.P.

WALTHAM, MA

AUM $311MTEAM 8REPS 4

HLM MANAGEMENT CO., LLC

WALTHAM, MA

AUM $411MTEAM 14REPS 5

PENSION & WEALTH MANAGEMENT ADVISORS

WALTHAM, MA

AUM $530MTEAM 13REPS 8

More RIAs in WALTHAM →All Massachusetts RIAs →