Moelis & Company LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
—
Advisory reps
809
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
145115
Registered since
December 13, 2007

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Kenneth Moelis

    Kenneth Moelis

    Founder & Chief Exceutive OfficerCRD 1015047

  • Theodore Ferguson

    Theodore Ferguson

    Chief Information OfficerCRD 6628197

  • Travis Call

    Travis Call

    Chief GeologistCRD 6682834

Contacts

3 of 806
  • William Shegog

    William Shegog

    Investment Banking AssociateCRD 6962385

  • Edward Delanoy

    Edward Delanoy

    Investment Banking Vice PresidentCRD 6200254

  • Ray Chen

    Ray Chen

    AssociateCRD 6346949

Unlock 803 more contacts →

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

FINTRX

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
399 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth