MODEL CAPITAL MANAGEMENT LLC

MODEL CAPITAL MANAGEMENT LLC of WALTHAM, MA is an SEC-registered investment adviser (CRD 166921). Regulatory assets under management: $47.6M.

Registration

• CRD: 166921
• SEC file number: 801-113899
• Type: Registered investment adviser
• Location: 303 WYMAN ST., WALTHAM, MA, 02451
• Phone: (617) 429-5607
• Latest filing: 2025-09-29
• Regulatory AUM: $47.6M
• Discretionary AUM: $46.2M
• Non-discretionary AUM: $1.3M
• Clients: 3
• Accounts: 11

Business model

Compensation: % of AUM.

Clients served: Pooled vehicles.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166921 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search