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 firm has been SEC-registered since 2007. Ownership is listed as a combination of a domestic entity and individuals. FINTRX flags the firm as not acting as a capital allocator and notes that it is not identified as an active ESG investor. The record also indicates the firm is not a multi-state adviser, not newly formed, not a pension consultant, and not listed as a related adviser. FINTRX does not provide detailed descriptions of the firm’s advisory activities, fee schedule, or client segments in the dataset provided.
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 3Theodore Ferguson
Chief Information OfficerCRD 6628197
TRAVIS CALL
Chief GeologistCRD 6682834
KENNETH MOELIS
Founder & Chief Exceutive OfficerCRD 1015047
Contacts
3 of 723Ethan Chan
AnalystCRD 7703643
JOSE CORNEJO
Investment Banking AnalystCRD 7585854
Jessica Velasco
AssociateCRD 7382652
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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