Mobius Fund
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Jiayi Fan
Founder and CEOCRD 7806316
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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