MODEL CAPITAL MANAGEMENT LLC
CRD #166921 SEC #801-113899 WALTHAM, MA (617) 429-5607
SEC Registered
Total AUM
$50.6M
Discretionary
$4.4M
Employees
2
Clients
--
Accounts
12
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2022 | $50.6M | $4.4M | $46.2M | 2 | 1 |
| Jul 2022 | $50.6M | $4.4M | $46.2M | 2 | 1 |
| Jul 2022 | $50.6M | $4.4M | $46.2M | 2 | 1 |
| Jun 2022 | $50.6M | $4.4M | $46.2M | 2 | 1 |
| May 2022 | $168.8M | $6.2M | $162.6M | 2 | 1 |
| Jan 2022 | $366.8M | $2.4M | $364.4M | 2 | 1 |
| Mar 2021 | $473.7M | $16.6M | $457M | 4 | 1 |
| Jan 2021 | $451M | $16M | $435M | 4 | 1 |
| Jan 2021 | $451M | $16M | $435M | 4 | 1 |
| Dec 2020 | $451M | $16M | $435M | 4 | 1 |
| Dec 2020 | $406.6M | $15.8M | $390.8M | 4 | 1 |
| Nov 2020 | $393.4M | $14.7M | $378.7M | 4 | 1 |
| Jun 2020 | $331.5M | $20.5M | $311M | 5 | 1 |
| Jan 2020 | $255M | $58.8M | $196.2M | 3 | 1 |
| Jul 2019 | $225.5M | $30.3M | $195.1M | 3 | 2 |
| Jul 2019 | $225.5M | $30.3M | $195.1M | 3 | 2 |
| Feb 2019 | $225.5M | $30.3M | $195.1M | 3 | 2 |
| Nov 2018 | $240.8M | $40M | $200.8M | 3 | 2 |
| Oct 2018 | $211M | $38.4M | $172.6M | 3 | 2 |
| Jul 2018 | $211M | $38.4M | $172.6M | 3 | 2 |
DateAug 2022
Total AUM$50.6M
Discretionary$4.4M
Non-Disc.$46.2M
Employees2
Clients1
DateJul 2022
Total AUM$50.6M
Discretionary$4.4M
Non-Disc.$46.2M
Employees2
Clients1
DateJul 2022
Total AUM$50.6M
Discretionary$4.4M
Non-Disc.$46.2M
Employees2
Clients1
DateJun 2022
Total AUM$50.6M
Discretionary$4.4M
Non-Disc.$46.2M
Employees2
Clients1
DateMay 2022
Total AUM$168.8M
Discretionary$6.2M
Non-Disc.$162.6M
Employees2
Clients1
DateJan 2022
Total AUM$366.8M
Discretionary$2.4M
Non-Disc.$364.4M
Employees2
Clients1
DateMar 2021
Total AUM$473.7M
Discretionary$16.6M
Non-Disc.$457M
Employees4
Clients1
DateJan 2021
Total AUM$451M
Discretionary$16M
Non-Disc.$435M
Employees4
Clients1
DateJan 2021
Total AUM$451M
Discretionary$16M
Non-Disc.$435M
Employees4
Clients1
DateDec 2020
Total AUM$451M
Discretionary$16M
Non-Disc.$435M
Employees4
Clients1
DateDec 2020
Total AUM$406.6M
Discretionary$15.8M
Non-Disc.$390.8M
Employees4
Clients1
DateNov 2020
Total AUM$393.4M
Discretionary$14.7M
Non-Disc.$378.7M
Employees4
Clients1
DateJun 2020
Total AUM$331.5M
Discretionary$20.5M
Non-Disc.$311M
Employees5
Clients1
DateJan 2020
Total AUM$255M
Discretionary$58.8M
Non-Disc.$196.2M
Employees3
Clients1
DateJul 2019
Total AUM$225.5M
Discretionary$30.3M
Non-Disc.$195.1M
Employees3
Clients2
DateJul 2019
Total AUM$225.5M
Discretionary$30.3M
Non-Disc.$195.1M
Employees3
Clients2
DateFeb 2019
Total AUM$225.5M
Discretionary$30.3M
Non-Disc.$195.1M
Employees3
Clients2
DateNov 2018
Total AUM$240.8M
Discretionary$40M
Non-Disc.$200.8M
Employees3
Clients2
DateOct 2018
Total AUM$211M
Discretionary$38.4M
Non-Disc.$172.6M
Employees3
Clients2
DateJul 2018
Total AUM$211M
Discretionary$38.4M
Non-Disc.$172.6M
Employees3
Clients2