MONEDA USA, INC.

Overview

Moneda USA, Inc. is a corporate, SEC-registered adviser that began registration in 2012 and serves an institutional client base. The firm is owned by a mix of foreign entities and individuals and is classified outside the standard RIA buckets in the snapshot data. Its advisory mandate includes portfolio management for pooled investment vehicles, and its compensation model combines a percentage-of-assets fee with performance-based fees. Moneda USA is not flagged as an active ESG investor and does not report multi-state adviser status. The firm also lists affiliations with broker-dealer activities, other investment adviser relationships, and CPO/CTA roles.

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