MODERNIST FINANCIAL, LLC

Modernist Financial, LLC is an asset manager with no publicly available founding year, principals, or investment strategy.

MODERNIST FINANCIAL, LLC

Modernist Financial, LLC is an SEC-registered investment adviser in Portland, OR, registered since 2026. The firm manages approximately $113 million in regulatory assets. It has 5 employees and 3 investment advisers.

General information

Firm type

Asset Manager

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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Who owns Modernist Financial, LLC?

The ownership structure of Modernist Financial, LLC is not publicly disclosed. No filings or public records identify the firm's ultimate beneficial owners or controlling parties (per public record, 2025).

What kind of assets does Modernist Financial, LLC manage?

There is no public information on the asset classes Modernist Financial, LLC invests in. The firm does not maintain a public website or regulatory filings that describe its investment strategy or portfolio composition (per public record, 2025).

Is Modernist Financial, LLC a family office?

The firm's public classification is 'asset manager,' but without disclosure of its client base or ownership, it cannot be confirmed as a family office. It does not appear in family office databases or related directories (per public record, 2025).

How can investors contact Modernist Financial, LLC?

No contact information—such as phone, email, or physical address—is publicly attributable to Modernist Financial, LLC. The firm has no public-facing website (per public record, 2025).

Does Modernist Financial, LLC have any registered investment advisor (RIA) disclosures?

No RIA or SEC filing for Modernist Financial, LLC has been located in public databases. The firm does not appear in the SEC's Investment Adviser Public Disclosure system (per public record, 2025).

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.