MODERN CAPITAL MANAGEMENT, CO.

Overview

Modern Capital Management, Co. is a small institutional-focused advisory firm that combines advisory services with broker-dealer and insurance brokerage activities. The firm, SEC-registered in 2020, primarily charges fees as a percentage of assets under management and positions itself to manage pooled and bespoke portfolios for institutions and investment companies. Filings show the firm provides portfolio management for investment companies and for businesses or institutions and offers pension consulting services. Investment activity is tilted toward public funds and mutual funds for liquid core exposure, while the firm also allocates to a broad set of alternatives—private equity, real estate, managed futures, commodities, private credit and oil & gas—allowing it to build multi-asset solutions for institutional clients. Modern Capital Management, Co. does not characterize itself as an active ESG investor in its filings. Its broker-dealer and insurance roles suggest added distribution and product flexibility when structuring accounts and incorporating insurance-based or alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices