Jendanny Rana Custodio

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CRD#: 7357404

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jendanny Rana Custodio, who also goes by Jendanny Rana, Jendanny Rana Custodio, Jendanny Raña, Jendanny Raña Custodio, was a registered financial professional .

Jendanny is a previously registered financial professional and started their career in finance in 2022. Jendanny had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Aliases

Jendanny Rana | Jendanny Rana Custodio | Jendanny Raña | Jendanny Raña Custodio

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Mr. Rana is currently employed as Director of Risk Management at Citibanamex, an investment-related business, in Mexico City. He has been employed in this company since September of 2017. He devotes approximately 160 hours a month to this business, of which approximately 120 are during securities trading hours. His duties are the monitoring of risk metrics and stress-testing of investment portfolios, maintenance of the fund's portfolio management software, and compliance with risk management requirements/regulations for Mexican pension plans.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

March 11, 2022 - November 27, 2024

MODUM ASSET MANAGEMENT LLC

RIA

CRD#: 316200

MEXICO CITY,

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MODUM ASSET MANAGEMENT LLC

MODUM | MODUM PRIVATE WEALTH | MODUM ASSET MANAGEMENT LLC

CRD#: 316200 / SEC#: 801-130100

RIA

Registered Investment Advisory firm - (5/16/2024 Approved)

New York

Registered Investment Advisory firm - (11/27/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

MODUM ASSET MANAGEMENT LLC

MODUM | MODUM PRIVATE WEALTH | MODUM ASSET MANAGEMENT LLC

CRD#: 316200 / SEC#: 801-130100

RIA

Registered Investment Advisory firm - (5/16/2024 Approved)

New York

Registered Investment Advisory firm - (11/27/2024 Terminated)

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Contact information

Main Address

Campos Elíseos 345 7th Floor, Office 701-a, Mexico City 11560

Mailing Address

8 The Green Suite 10820, Dover, DE 19901

Phone number

(332) 261-7382

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MODUM FORM ADV PART 2A - MARCH 2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	57
AUM (Assets Under Management)	$ 172,851,460

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jendanny Rana Custodio

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MODUM ASSET MANAGEMENT LLC

Primary Firm SEC Registration

MODUM ASSET MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Current Firm

MODUM ASSET MANAGEMENT LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MODUM ASSET MANAGEMENT LLC

TRUST BUT VERIFY

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