Modera Wealth Management LLC
Modera Wealth Management is a private equity company based in Westwood, NJ. They operate 1 private fund and have approximately $2.07 billion in total assets under management (AUM). You can view more information on Modera Wealth Management including private fund info, contact info, top management and executives, website, email addresses, and more below:
Contact Details for Modera Wealth Management
Modera Wealth Management, LLC
56 Jefferson Avenue
2nd Floor
Westwood, NJ 7675
United States
Phone: (201) 768-4600
Fax: (201) 768-1111
Website: http://www.moderawealth.com
Overview of Modera Wealth Management
Org. Type: Limited Liability Company
Registration Country: United States
0
SEC#: 801-71973
Org#: 155649
Legal Issues: No legal issues reported
Company Type: Private Equity
Strategies/Sectors: Fund of Funds
Pooled Investments: Up to 10 percent
Private Funds Managed(1): Modera Alternative Investments Lp
Ownership/Leadership of Modera Wealth Management
| Modera Capital Inc. | Managing Member |
| Thomas Anthony Orecchio | Elected Manager, Chief Executive Officer And Chief Financial Officer |
| Mark Anthony Willoughby | Elected Manager And Chief Operating Officer |
| Kevin Patrick Sweeney | Chief Compliance Officer | Elected Manager | Elected Manager |
| Robert Spencer Hockett | Manager |
| Gregory Nmn Plechner | Elected Manager |
Modera Wealth Management Key Stats and Charts
Discretionary AUM: $2.05 billion
Rank: 165 out of 1975 private equity companies
Total AUM: $2.07 billion
Rank: 179 out of 1975 private equity companies
# of Accounts: 5440
Rank: 4 out of 1975 private equity companies
Average Account Size: 379835.315625
Rank: 903 out of 1975 private equity companies
# of Employees: 56
Rank: 113 out of 1975 private equity companies
# of Private Funds: 1
Rank: 1437 out of 1975 private equity companies
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