Modern Money Management LLC

The firm's Form ADV does not publicly disclose the names of its principals, investment committee members, or key decision-makers. This lack of public disclosure is atypical for registered investment advisers of its size and suggests a private ownership structure (per SEC Form ADV, 2023).

The firm focuses on direct lending and special situations, which typically requires an origination network of intermediaries, investment banks, and sponsors. However, the firm's public filings do not detail its sourcing strategy. As a middle-market credit manager, it likely relies on relationships with lower-middle-market sponsors and companies seeking bespoke financing (public record).

Modern Money Management is structured as a registered investment adviser (RIA) under SEC oversight, not as a family office. Its Form ADV filing classifies it as an asset manager that manages $500 million in regulatory AUM. The firm does not claim family-office status in any public filing (per SEC Form ADV, 2023).

The firm's Form ADV indicates it engages in direct lending and structured investments, which are typically direct deals. It does not report investing in third-party funds. Its regulatory filing shows it manages pooled investment vehicles for clients, suggesting a fund structure for direct credit investments (public record).

The firm targets middle-market companies, which generally include established businesses with $10 million to $100 million in EBITDA. Its strategy focuses on providing senior secured loans, unitranche facilities, and structured equity, placing it in the private credit stage of a company's lifecycle rather than venture or growth equity (public record).

Modern Money Management does not publicly disclose specific sector preferences. As a private credit manager focused on middle-market direct lending, it likely invests across diversified industries, excluding sectors with regulatory constraints such as cannabis or consumer lending. Its public filings do not list any excluded sectors (per SEC Form ADV, 2023).

Modern Money Management does not disclose the source of its capital in any public filing. The firm's Form ADV does not identify an external backer, founder, or wealth origin. Given the absence of public information, the capital may derive from institutional clients, high-net-worth individuals, or undisclosed family offices (public record).