The MODERN CAPITAL MANAGEMENT is a privately held investment adviser that advises $345.47mn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. MODERN CAPITAL MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 249.44% over the last 5-years.
The Group has been registered with the SEC for 15.02 years and is comprised of 2 filing and 0 relying advisers. They operate out of 8 office locations with their Headquarters at 7780 BRIER CREEK PARKWAY SUITE 325, RALEIGH, NORTH CAROLINA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 25 employees comprised of 21 investment and 4 non-investment staff. The total number of Employees decreased by 45.65% over the last 5-years.
Their $345.47mn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 20 other accounts. Assets of Individuals clients own $243mn or 70.34% of Total Assets and Investment Companies (IC) own $76.12mn or 22.03% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are Individuals and Investment Companies (IC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
MODERN CAPITAL MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.