MODERNFI ADVISERS LLC
Legal name: MODERNFI
CRD #322611 SEC #801-126734 NEW YORK, NY 332-232-6730
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
4
Clients
--
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 6, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERTOLOTTI, PAOLO, MIKAEL | I | CEO | NA | Control |
| BERTOLOTTI, PAOLO, MIKAEL | I | CEO | NA | Control |
| DEVITA, ADAM, THOMAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DEVITA, ADAM, THOMAS | I | CHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| JOHNSEN, CHARLES, BENNETT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSEN, CHARLES, BENNETT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Palmer, Andrew, Joshua | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| MODERNFI, INC. | DE | SOLE MEMBER | E | Control |
| MODERNFI, INC. | DE | SOLE MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BERTOLOTTI, PAOLO, MIKAEL | I | MODERNFI, INC. | C | Control |
| BERTOLOTTI, PAOLO, MIKAEL | I | MODERNFI, INC. | C | Control |
Registrations
Federal
IA
Feb 6, 2023 REGISTERED
Address
135 W 50TH ST, 2ND FLOORSUITE 200
NEW YORK, NY 10020-1201
United States
Phone: 332-232-6730