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MODERN PORTFOLIO CONSULTANTS COMPANY, CRD 150671
OMAHA, NE
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BRIDGES III, EDSON, LOWELL | MANAGING PARTNER | C | yes | 07/1996 | Mar 29, 2012 | Mar 10, 2017 |
| KIRKPATRICK, BRIAN, MICHAEL | PARTNER, CHIEF COMPLIANCE OFFICER | C | yes | 07/1996 | Mar 29, 2012 | Mar 10, 2017 |
| PLAHN, DOUGLAS, RICHARD | Partner | C | yes | 06/2009 | Mar 29, 2012 | Mar 10, 2017 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| BRIDGES INVESTMENT MANAGEMENT INC | n/a | Mixed wealth | $11B | N | yes | n/a |
| BRIDGES INVESTMENT COUNSEL INC | n/a | Former SEC adviser | $733M | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2016 | Mar 10, 2017 | $7.0M | $7.0M | 3 | 3 | n/a | n/a | n/a |
| 2015 | Mar 17, 2016 | $5.8M | $5.8M | 3 | 3 | n/a | n/a | n/a |
| 2014 | Mar 30, 2015 | $4.7M | $4.7M | 3 | 3 | n/a | n/a | n/a |
| 2013 | Mar 26, 2014 | $3.8M | $3.8M | 3 | 3 | n/a | n/a | n/a |
| 2012 | Mar 27, 2013 | $2.4M | $2.4M | 3 | 3 | n/a | n/a | n/a |
| 2011 | Mar 29, 2012 | $1.9M | $1.9M | n/a | n/a | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2016 | $7.0M | $5.8M | 21.9% | $3.8M | 23.1% | 3 | 3 | n/a | n/a |