MOELIS CAPITAL PARTNERS LLC

RIASEC RegisteredEst. 2010

Total AUM

$147M

Discretionary

$147M

100% of AUM

Avg account

$20.9M

Accounts

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 154219
Registered since: July 2, 2010
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Moelis Capital Partners LLC is a private equity manager that focuses on running pooled investment vehicles for institutional clients. The firm operates as an LLC and has been SEC-registered since 2010. Its advisory mandate centers on portfolio management for closed-end and pooled structures rather than one-off advisory mandates, and its client base is primarily institutional. Moelis Capital Partners charges a mix of asset-based fees and performance-linked fees, consistent with a private equity fund manager model. In its operational capacity the firm also acts in sponsor and general partner roles for pooled vehicles and lists affiliations with broker-dealer and commodity pool operator/CTA activities. Moelis Capital Partners is not positioned as an active ESG investor and is not a multi-state adviser under its current filings.