Modell Capital Management LLC
● SEC registered since 2025CRD 339228SEC# 801-134961Bloomfield Hills, MI
Reg. AUM
$1.88B
Employees
7
Accounts
918
Location
Bloomfield Hills, MI
Modell Capital Management LLC assets under management
Modell Capital Management LLC is an SEC-registered investment adviser based in Bloomfield Hills, MI. The firm has been registered since 2025. It reports $1.9 billion in regulatory assets under management and employs 7 people.
Modell Capital Management LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jake Mitchell Powers Control | Chief Compliance Officer | Under 5% | 2026 |
| Jeremy Joseph Modell Control | Member/Chief Executive Officer | Under 5% | 2025 |
| Modell Capital LLC Control | Owner | Over 75% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Modell Capital Management LLC manage?
Modell Capital Management LLC reports $1.9 billion in regulatory assets under management on its Form ADV.
How many employees does Modell Capital Management LLC have?
Modell Capital Management LLC reports 7 employees.
Where is Modell Capital Management LLC located?
Modell Capital Management LLC is based in Bloomfield Hills, MI and has been SEC-registered since 2025.
Does Modell Capital Management LLC disclose fund performance?
Modell Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 91 W. Long Lake Road, Bloomfield Hills, MI 48304 |
| Phone | (248) 723-8000 |
| Fax | (248) 723-8090 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.88BNo change
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$1.88Bregulatory AUM
Discretionary $1.88B