# MODICA FINANCIAL SERVICES

MODICA FINANCIAL SERVICES is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/joseph-modica-jr-81bb1020

## Regulatory record

- **CRD number:** 135583
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/135583

## About

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.

## Sectors

- Real Estate
- Private Credit

## People

- Patrick Modica — Principal

## 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.

## Related profiles

- [CFS Wealth Management](https://altss.com/profile/cfs-wealth-management)
- [Integrity Fixed Income Management](https://altss.com/profile/integrity-fixed-income-management)

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Last updated: 2026-07-06T01:24:21.509Z

Canonical page: https://altss.com/profile/modica-financial-services

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