Moon Capital Management LP

RIASEC RegisteredEst. 2012
Total AUM
$911M
Discretionary
$911M
100% of AUM
Avg account
$57M
Accounts
16
Employees
23
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
156460
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Moon Capital Management LP is a hedge fund organized as a limited partnership and registered with the SEC in 2012. The firm focuses on managing pooled investment vehicles for institutional clients and operates as sponsor/GP/managing member of those vehicles. Its compensation includes both a percentage-of-assets management fee and performance-based fees. Moon Capital is not identified as an active ESG investor and does not market itself as a multi-state adviser. The firm’s advisory work centers on portfolio management for pooled funds rather than on separate-account wealth management. That operational posture and its sponsor/GP role indicate Moon Capital builds and runs its own pooled products while also allocating to external managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

2 of 2
  • Grace Park

    Chief Compliance OfficerCRD 2782390

  • John Moon

    Founder and CEOCRD 4517881

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 4

Active vs passive

$125M in ETFs

Passive

100%

$125M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES GOLD TRUST (IAU)BlackRockPassiveCommodities Focused$118M1,559,60494.28%

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth