Modum Asset Management LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 30, 2026, reports $283M in regulatory assets under management, 5 employees, 1 office, and 82 accounts.
Assets Under Management
$283M
Employees
5
Offices
1 office
Total Clients
69
Primary office
MEXICO CITY
CAMPOS ELISEOS 345, 7TH FLOOR, OFFICE 701-A, MEXICO CITY, Mexico
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 59.4% of total clients.
Top client categories% of clientsClients
1
HNWI
59.4%
41
2
Individuals
29.0%
20
3
Corporations
11.6%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$283Mas of March 30, 2026
Discretionary100.0%
$283M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$283M
Total Accounts82
10Y AUM Change+$233M (+459.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee14:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.