MODERN PORTFOLIO CONSULTANTS, LLC
SEC file number 801-61244
· NAPLES, FL
https://modernportfolio.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$1.02B
Discretionary AUM
$0
Employees
2
Clients
8
Firm
- Address
- 4850 TAMIAMI TRAIL N.
NAPLES, FL 34103 - Phone
- —
- Website
- https://modernportfolio.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- Brown Angel Group ModernVivo a Series of CGF2021 LLC Low name-match confidence · CIK 2074943 · DE
- Hen & Drake Modern Tearoom, LLC Low name-match confidence · CIK 2049250 · CA
- Mayas Modern LLC Low name-match confidence · CIK 1981637 · TX
- Modern AI LLC Low name-match confidence · CIK 2018481 · FL
- Modern Bank Partners LLC Low name-match confidence · CIK 1416358 · NY
- Moderne CoInvest Fund XII - ICON II, LLC Low name-match confidence · CIK 2066427 · IL
- Moderne CoInvest Fund XIII - Mesh, LLC Low name-match confidence · CIK 2109464 · IL
- Modern Era Alt Fund, LLC Low name-match confidence · CIK 2095206 · CA
- Moderne Ventures Growth Fund I, L.P. Low name-match confidence · CIK 2045032 · IL
- ModernFi, Inc. Low name-match confidence · CIK 1944136 · NY
- Modern Life Group Inc. Low name-match confidence · CIK 2076871 · NY
- Modern Medical Holdings, Inc Low name-match confidence · CIK 2139762 · FL
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Modern Medical Holdings, Inc · D · Sep 25, 2026$6M
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Moderne CoInvest Fund XII - ICON II, LLC · D/A · Aug 21, 2026$8.1M
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Modern Bank Partners LLC · D · Jul 2, 2026$5M
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Modern Medical Holdings, Inc · D · Jun 22, 2026
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Moderne Ventures Growth Fund I, L.P. · D/A · Apr 8, 2026
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Modern Era Alt Fund, LLC · D/A · Mar 4, 2026$20M
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Moderne CoInvest Fund XIII - Mesh, LLC · D · Feb 4, 2026$2.2M
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Modern Era Alt Fund, LLC · D · Nov 6, 2025$20M
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Modern Life Group Inc. · D · Jul 15, 2025$40.5M
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ModernFi, Inc. · D · Jul 11, 2025$30M
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Brown Angel Group ModernVivo a Series of CGF2021 LLC · D · Jun 27, 2025$67.5K
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Moderne CoInvest Fund XII - ICON II, LLC · D · May 1, 2025$2.5M
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Modern AI LLC · D/A · Apr 9, 2025$5M
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Moderne Ventures Growth Fund I, L.P. · D · Jan 14, 2025