Mobius Fund

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Houston, Texas
CRD number
328238
Fee structure
Percentage of AUM, Performance Based Fees
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Mobius Fund is organized as a limited liability company under individual ownership and operates as an advisory business focused on portfolio management. The firm provides discretionary portfolio management for both individuals/small businesses and for business or institutional clients. Its compensation mix includes both asset-based fees and performance‑linked fees. The FINTRX snapshot classifies the firm as unclassified, reports no multi‑state adviser status, and notes it is not flagged as an active ESG investor, pension consultant, capital allocator, or related adviser. The year of SEC registration is not listed in the source data.

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

Owners & executives

1 of 1
  • Jiayi Fan

    Founder and CEOCRD 7806316

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
11152 Westheimer Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth