MODERN PORTFOLIO CONSULTANTS, LLC
Adviser information for MODERN PORTFOLIO CONSULTANTS, LLC last updated from Form ADV on March 16th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 8 | $1.0B |
| Total | 8 | $1.0B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 8 | $1.0B |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 8 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Pension consulting servicesSelection of other advisers (including private fund managers)INVESTMENT CONSULTING SERVICES |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-61244 |
|---|---|
| SEC ERA File Number | 801-61244 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 120846 |
| Legal Entity Identifier | None |
Principal Office
4850 TAMIAMI TRAIL N.301
NAPLES
FL
United States
Monday - Friday, MODERN PORTFOLIO CONSULTANTS L
Tel: 2393596400, Fax: 2393596401
Chief Compliance Officer
DAVID J. DELUCCIA
MANAGING MEMBER
4850 TAMIAMI TRAIL N.
301
NAPLES
FL
United States
Tel:
2393596400
Fax:
2393596401
D***@*****************************M
(Full email address available in API data)
Regulatory Contact
DAVID DELUCCIA
MANAGING MEMBER
TAMIAMI TRAIL NORTH
4850
NAPLES
CA
United States
Tel:
2393596400
Fax:
805-370-5323
D***@*****************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DELUCCIA, DAVID, JOHN | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER | 05/2002 | 50-75% |
| DELUCCIA, JODI, LYNN | Individual | – | CHIEF FINANCIAL OFFICER | 05/2002 | 50-75% |