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%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Modum Asset Management LLC is an independent, privately owned registered investment adviser that manages client portfolios on a fee‑based, percentage of AUM model. The firm serves both individual/family and institutional clients and identifies itself as a capital allocator, meaning it places client assets with third‑party managers in addition to managing portfolios directly. Stated advisory activities include financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the selection of other advisers. Modum is not positioned as an ESG investor and it registered with the SEC in 2024. The firm lists an industry affiliation with accounting professionals.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 3
Jendanny Rana Custodio
CIO and PartnerCRD 7357404
Jacob Dabdoub Hernandez
Partner and Chief Executive OfficerCRD 7357467
Baltasar Robinson Bours
Managing member & COOCRD 7787742
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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