Moelis & Company LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 145115
- Registered since
- December 13, 2007
- Website
- www.moelis.com
Firm profile
FINTRXOverview
Moelis & Company LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. The database records the firm as SEC-registered in 2007 and notes ownership by domestic entities and individuals. FINTRX flags the firm as not operating as a capital allocator and not participating as an active ESG investor. The snapshot shows several advisor-related fields blank: advisory activities, client types, and fee structure are not listed in the FINTRX entry. The profile also indicates the firm is not registered as a multi-state adviser, is not identified as a newly formed adviser, and is not listed as a pension consultant or related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Kenneth Moelis
Founder & Chief Exceutive OfficerCRD 1015047

Theodore Ferguson
Chief Information OfficerCRD 6628197

Travis Call
Chief GeologistCRD 6682834
Contacts
3 of 806
William Shegog
Investment Banking AssociateCRD 6962385

Edward Delanoy
Investment Banking Vice PresidentCRD 6200254

Ray Chen
AssociateCRD 6346949
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 399 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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