MOERUS CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2016

Total AUM

$893M

Discretionary

$893M

100% of AUM

Avg account

$89.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 282399
Registered since: February 10, 2016
Website: www.moeruscap.com
Custodians: STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pension & Profit Sharing Plans60.12%
Investment Companies25.89%
Pooled Investment Vehicles7.47%
HNWI5.59%
State / Municipal Government0.93%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Moerus Capital Management LLC is an SEC-registered, privately owned hedge fund adviser formed in 2016 and organized as an LLC. The firm serves both high-net-worth individuals and families as well as institutional clients, delivering portfolio management across pooled vehicles and investment companies and providing advisory services to businesses and institutions. Moerus operates in roles typical for alternative managers — it is registered as a CPO/CTA and is involved as a sponsor/GP or managing member of pooled investment vehicles. Its fee model combines a percentage-of-AUM component with performance-based fees. The adviser does not identify as an active ESG investor.