Model Capital Management LLC (Boston)

Name: Model Capital Management LLC
Address: 60 State St., Boston, MA, 02109
Telephone: 617-854-7417

Model Capital Management LLC is a large advisory firm based in Boston. It manages $225.48 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Massachusetts.

Model Capital Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and model portfolio signals, investment research. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Model Capital Management: assets under management

The assets under management (AUM) of Model Capital Management LLC is $225.48 million. The firm's AUM has grown by 7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $30.34 million in discretionary accounts and $195.15 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.03 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $195.15 million.

Investments

The firm invests in investment and business development companies the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Model Capital Management LLC for their services and products based on a percentage of assets under management and subscription fees. Subscribers pay a regular fee for the advisory firm’s newsletter or periodical. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Model Capital Management serves?

The only and largest group of clients of Model Capital Management is other investment advisers with 11 clients and $225.48 million of assets under management. Among the 10 most similar advisory firms, Model Capital Management has the highest percentage of other investment advisers out of all clients.

The amount of regulatory assets under management is $225.48 million for 11 clients. None of the firm’s clients are foreign persons or businesses.

Model Capital Management doesn't advise any private funds.

Careers at Model Capital Management LLC

The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Roman Chuyan	Chief compliance officer	1 Nov 2012	75% - 100%	2997655
Francis George Donovan	Partner	1 Mar 2014	Other	6461493

Based in Boston

The principal office where Model Capital Management LLC performs its advisory services is located at 60 State St., Boston, MA 02109, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-854-7417. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at modelcapital.com and its LinkedIn profile.