MOONSAIL CAPITAL LLC

Exempt Reporting AdvisorFINRA MemberEst. 2017
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN JUAN, PR
CRD number
291230
Registered since
November 21, 2017

Firm profile

FINTRX

Overview

Moonsail Capital LLC is a privately owned investment adviser formed as a limited liability company and registered with the SEC in 2017. The firm operates as a sponsor, general partner and managing member of pooled investment vehicles, with its primary advisory activity centered on a private equity fund. Moonsail is not identified as an active ESG investor, not a pension consultant, and is classified as unclassified in its regulatory profile. Given its sponsor and GP roles, Moonsail’s investment activity centers on sourcing, structuring and managing private equity commitments. That positioning implies a hands-on approach to portfolio company oversight, governance and exit planning rather than a passive asset-allocation advisory model. The firm does not report traditional advisory relationships or retail advisory client accounts tied to public AUM.

Assets & Accounts

Investments & Alternatives

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

Contacts

2 of 2
  • JUAN RODRIGUEZ

    Managing DirectorCRD 2777822

  • RAFAEL ORTIZ

    Co-Founder and Managing DirectorCRD 6318317

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

SAN JUAN, PR

Location

SAN JUAN, PR

Headquartered in SAN JUAN, PR, anchoring the San Juan-Bayam_n, PR metro.

Metro area
San Juan-Bayam_n, PR
Address
1413 Ave Ponce de Leon
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth