MOELIS & COMPANY LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
726
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 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

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
  • Theodore Ferguson

    Chief Information OfficerCRD 6628197

  • TRAVIS CALL

    Chief GeologistCRD 6682834

  • KENNETH MOELIS

    Founder & Chief Exceutive OfficerCRD 1015047

Contacts

3 of 723
  • Ethan Chan

    AnalystCRD 7703643

  • JOSE CORNEJO

    Investment Banking AnalystCRD 7585854

  • Jessica Velasco

    AssociateCRD 7382652

Unlock 720 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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