Moerus Capital Management LLC

RIASEC RegisteredEst. 2016

Total AUM

$893M

Discretionary

$893M

100% of AUM

Avg account

$89.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 282399
Registered since: February 10, 2016
Website: www.moeruscap.com
Custodians: STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pension & Profit Sharing Plans60.12%
Investment Companies25.89%
Pooled Investment Vehicles7.47%
HNWI5.59%
State / Municipal Government0.93%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Moerus Capital Management LLC is an SEC-registered investment manager organized as an LLC and active since 2016. The firm operates as a hedge fund manager and also performs CPO/CTA activities and serves as sponsor/GP/managing member for pooled vehicles. Its client mix includes high-net-worth individuals and families as well as institutional investors. Moerus charges asset-based fees supplemented by performance-based fees and provides portfolio management services to investment companies, pooled investment vehicles, and institutional or business clients. The firm does not identify as an active ESG investor.