AUMdb

Model Capital Management Llc

State-registered Investment Adviser · Boutique (under $100M) CRD 166921 · SEC file 801-113899 · Waltham, MA · twitter.com
☆ Save with Pro ADV data as of Sep 29, 2025
Regulatory AUM
$47.6M
Discretionary
$46.2M
Clients
11
Avg AUM / client
$4.3M
Accounts
11
Employees
3

AUM over time

$47.6M $474M
Jul 26, 2018 Sep 29, 2025

Reported AUM from Form ADV filings, plotted by filing date · as of Sep 29, 2025

Who they serve

Client typeClientsAUM% of AUM
Other investment advisers 11 $47.6M 100.0%

People (2)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Roman Chuyan General Partner, Cco CFA Nov 2012 (14y) 75% or more
Francis George Donovan Vice President Mar 2014 (12y) 10% – 25%

Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 09/29/2025 989 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Portfolio management for businesses/institutional clients

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 29, 2025.

View current Form ADV (SEC/IAPD) ↗