Moran Tice Capital Management LLC

RIASEC Registered
Total AUM
$55.7M
Discretionary
$55.7M
100% of AUM
Avg account
$1.1M
Accounts
49
Employees
3
Advisory reps
2

Firm details

Headquarters
,
CRD number
305734
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles63.02%
  • HNWI36.98%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Moran Tice Capital Management LLC is organized as an LLC and operates with a hedge-fund orientation while also providing portfolio management for individual/small business clients and for pooled investment vehicles. The firm serves both individual & family and institutional clients and charges a combination of percentage-of-AUM and performance-based fees consistent with its hedge-fund activity. Moran Tice identifies itself as neither an active ESG investor nor a multi-state registered adviser. It also acts in sponsor/GP and managing-member roles for pooled investment vehicles, indicating direct involvement in private fund governance and operations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

2 of 2
  • David Tice

    David Tice

    Registered RepresentativeCRD 2557342

  • Thomas Moran

    Thomas Moran

    Founder & ManagerCRD 1456126

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth