Modern Capital is a boutique asset management firm based in Charleston, SC, specializing in wealth solutions for investment advisors, institutional clients, and high net-worth individuals and families. The company offers mutual funds, institutional asset management, and international family office advisory, with a focus on innovation, client service, and partnership. Modern Capital is known for its flagship Modern Capital Tactical Opportunities Fund, targeting income and capital gains through active trading, particularly in closed-end funds.
Recent Transactions involving Modern Capital
| Deal | Target | Platform | Buyer | Industry |
|---|---|---|---|---|
Modern Capital Announces Acquisition of Western Equity Group |
Western Equity Group |
Modern Capital |
Broker-dealer |
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