Moelis Capital Partners LLC

RIASEC RegisteredEst. 2010
Total AUM
$147M
Discretionary
$147M
100% of AUM
Avg account
$20.9M
Accounts
7
Employees
1
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
154219
Registered since
July 2, 2010
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Moelis Capital Partners LLC is organized as an LLC and operates as a private equity fund manager focused on pooled investment vehicles. The firm registered with the SEC in 2010 and serves an institutional client base. Its business model centers on managing private funds rather than acting as a third‑party capital allocator. Compensation includes a percentage-of-assets fee schedule combined with performance‑based fees. Moelis Capital Partners is not identified as an active ESG investor and is not registered as a multi‑state adviser. Moelis Capital Partners also appears as a sponsor/GP and managing member of pooled vehicles and maintains affiliations across the industry, including roles tied to broker‑dealers, other investment advisers, and commodity pool/CTA structures. Its advisory work is concentrated on portfolio management for pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Private Funds

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Kenneth Moelis

    Kenneth Moelis

    Founder & Chief Exceutive OfficerCRD 1015047

Contacts

2 of 2
  • Osamu Watanabe

    Osamu Watanabe

    CCOCRD 2875185

  • Christopher Ryan

    Christopher Ryan

    Managing DirectorCRD 1581034

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
112 W 34th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth