← Directory
MODUM ASSET MANAGEMENT LLC
CRD 316200File 801-130100
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$283.2M
Below cohort median (national)
Discretionary AUM
$283.2M
Clients
69
82 accounts
Employees
5
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- May 16, 2024
- Principal office
- CAMPOS ELÍSEOS 345, 7TH FLOOR, OFFICE 701-A, MEXICO CITY, 11560
- Phone
- (332) 261-7382
- Website
- https://modum.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $283.2M
- Discretionary AUM
- $283.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 82
- Non-discretionary accounts
- 0
- Total accounts
- 82
- AUM per client
- $4.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $72.4M |
| High net worth individuals | 41 | $207.9M |
| Individuals (other than high net worth individuals) | 20 | $3.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.