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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on July 12, 2017
    • $2.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 5K
      Accounts
    • $379.8K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

37

name start date
Adam Joseph Leone
January 2011
Peter John Somich
December 2014
Brett Vaughn Caldwell
December 2017
Kevin Patrick Sweeney
January 2016
Bradley Smith Hilton
January 2017

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Modera Alternative Investments, LLC -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Robert David Siefert Elected Manager November, 2010 less than 5%
      Thomas Anthony Orecchio Elected Manager, Chief Executive Officer And Chief Financial Officer November, 2010 less than 5%
      Mark Anthony Willoughby Elected Manager And Chief Operating Officer November, 2010 less than 5%
      Kevin Patrick Sweeney Chief Compliance Officer July, 2013 less than 5%
      Adam Joseph Leone Elected Manager January, 2016 less than 5%
      Gregory Plechner Elected Manager November, 2010 less than 5%
      Robert Spencer Hockett Manager January, 2017 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees