Moor Funds

Overview

Moor Funds is a small, owner-operated investment adviser focused on portfolio management for individuals and small businesses. The firm charges clients a percentage-of-AUM fee and serves a concentrated client base of high-net-worth households. Investment activity is centered on publicly traded equities, with a preference for exchange-traded instruments, while the firm also allocates selectively to private placements and real estate as alternative exposures. Moor Funds does not position itself as an ESG-focused manager, and it does not act as a pension consultant or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices