Moat Capital

Overview

Moat Capital is organized as a limited liability company and operates as an independent registered investment adviser. Ownership is held by an individual and the firm bills clients on a percentage-of-assets-under-management basis. Its stated advisory activity centers on portfolio management for individuals and small businesses rather than institutional consulting or capital allocation. The adviser does not identify as an active ESG investor, is not set up as a multi-state adviser, and is not described as a pension consultant or related adviser.

Investments & Alternatives

Location & Offices