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MODICA FINANCIAL SERVICES
MODICA FINANCIAL SERVICES is a state-registered investment adviser in LEBANON, TN. The firm manages approximately $3 million in regulatory assets.
Overview
MODICA FINANCIAL SERVICES is a state-registered investment adviser in LEBANON, TN. The firm manages approximately $3 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Principals
Patrick Modica
Principal
Sector focus
Frequently asked questions
Does Modica Financial Services participate in fund commitments or only direct deals?
The office's observable strategy emphasizes direct investments — originating private credit loans and acquiring direct real estate equity positions. There is no public record of commitments to third-party private equity or credit funds.
What investment stages does Modica Financial Services typically target?
The office focuses on asset-level and entity-level financing, not venture-stage equity. Its credit activities address middle-market borrowers with specific capital needs — bridge loans, construction financing, and structured debt — while its real estate practice targets stabilized and value-add properties.
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