# Modified Investments

Modified Investments is a RIA based in Tampa.

## Overview

- **Organization type:** RIA
- **Headquarters:** Tampa
- **Assets under management:** Undisclosed
- **Website:** https://modifiedinvestments.com
- **LinkedIn:** https://www.linkedin.com/company/modified-investments

## Regulatory record

- **CRD number:** 324512
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/324512

## About

Modified Investments is an independent Florida registered investment adviser based in Tampa, FL. The firm provides tailored portfolio management services and separately managed account strategies for clients. It employs a fundamentals-based, research-intensive process to guide investment decisions and asset allocation, with a mission to compound and protect clients' capital throughout market cycles.

## People

- Mark Merrill Jr. — Managing Partner & Portfolio Manager

## Questions

### Who runs investment decisions at Modified Investments?

No named individuals are publicly associated with investment decisions at Modified Investments. The firm's leadership structure is not disclosed in any accessible sources.

### Does Modified Investments participate in fund commitments or only direct deals?

No public information exists regarding Modified Investments' preference for fund commitments versus direct deals. The firm has not disclosed its deployment approach.

## Related profiles

- [BGV Financial Advisors](https://altss.com/profile/bgv-financial-advisors)
- [J. Stone Management](https://altss.com/profile/j-stone-management-llc)

---

Last updated: 2026-08-11T15:07:26.757Z

Canonical page: https://altss.com/profile/modified-investments

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology