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Modell Capital Management LLC

● SEC registered since 2025CRD 339228SEC# 801-134961Bloomfield Hills, MI
Export (members)
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
NameTitleOwnershipSince
Jake Mitchell Powers ControlChief Compliance OfficerUnder 5%2026
Jeremy Joseph Modell ControlMember/Chief Executive OfficerUnder 5%2025
Modell Capital LLC ControlOwnerOver 75%2026
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Frequently 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

Address91 W. Long Lake Road, Bloomfield Hills, MI 48304
Phone(248) 723-8000
Fax(248) 723-8090
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$1.88BNo change
Feb '26 — $1.88BMar '26 — $1.88BApr '26 — $1.88BMay '26 — $1.88BJun '26 — $1.88B
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