MODELL CAPITAL MANAGEMENT LLC

Overview

Modell Capital Management LLC operates as an equity-forward investment manager focused on discretionary portfolio management for individuals, families and small businesses. The firm runs account-level strategies rather than acting as a capital allocator, with a fee model tied to a percentage of assets under management. Its reported preferences show a clear tilt toward exchange-traded equities and liquid equity exposures; the firm is not classified as an active ESG investor and does not position itself as a pension consultant or multi-state adviser. Investment activity centers on personalized, discretionary management across separately managed accounts, with a client mix that includes both individual & family and institutional relationships. The manager’s custody footprint and asset mix indicate a core-and-satellite approach: liquid ETFs and listed equities form the core of many portfolios, while select individual stock holdings are used for client-specific or tactical allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices