Modum Asset Management LLC

Overview

Modum Asset Management LLC is an independent, SEC‑registered investment adviser (registration year 2024) run as an individually owned limited liability company. The firm acts as a capital allocator for both high‑net‑worth individuals and family clients as well as institutional accounts. Its advisory model centers on fee‑based portfolio management and financial planning, with explicit services including portfolio management for individuals, small businesses and institutions, plus selection and oversight of other advisers and sub‑advisers where appropriate. Investment activity is tilted toward pooled public vehicles—public funds and mutual funds represent the single largest holding type—while the firm also retains the flexibility to allocate to third‑party alternative managers, specifically real estate strategies. Modum operates primarily on discretionary mandates and charges fees as a percentage of assets under management. The firm does not identify as an active ESG investor and lists an industry affiliation with accounting professionals for ancillary support.

Assets & Accounts

Investments & Alternatives

Location & Offices