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- Custodian
- JP Morgan · Merrill Lynch · Morgan Stanley · UBS
- Clients
- Retail and Institutional
- Platforms
- Meridian frontierFocus catalyst
- Established Date
- 02-01-2019
- Office Locations
- 1
Office Locations
About Modum Asset Management LLC
Modum Asset Management is an independent, fee-only fiduciary wealth advisory firm providing personalized wealth management and investment advisory services, including financial and estate planning. The firm is a federally registered RIA and operates with a Mexico-based affiliate (Modum Asesores, S.C.) under common ownership, supporting cross-border needs where permitted.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JACOB DABDOUB HERNANDEZ
Chief Executive Officer, Managing Member
- CRD
- #7357467
- Ownership
- 25% but less than 50%
LUIS GERARDO LEDINICH ASCENCIO
Chief Compliance Officer, Chief Financial Officer, Managing Member
- CRD
- #7351384
- Ownership
- 25% but less than 50%
Bridge delta
North quantum
- CRD
- #84608
- Ownership
- 3.6%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $283,243,767 | $3,454,192 |
| Non-Discretionary | $0 | -- |
| Total | $283,243,767 | $3,454,192 |
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Separately Managed Accounts
Total SMA Asset: $283,243,767
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $185,425,182 | 10.2% |
| Private Funds | $347,217,743 | 19.1% |
| U.S. Government/Agency | $363,578,789 | 20.0% |
| Equity - Exchange | $138,159,940 | 7.6% |
| Cash | $407,208,243 | 22.4% |
| Corporate - Investment Grade | $376,304,047 | 20.7% |
| Total | $1,817,893,944 | 100.0% |