Moler Capital Management

Overview

Moler Capital Management is a privately held investment adviser organized as a limited liability company and registered with the SEC since 1995. The firm manages discretionary portfolios for individuals, families and small businesses, charging clients on a percentage-of-assets basis. Its core approach centers on public funds and mutual funds for primary equity and fixed-income exposure, while selectively adding third‑party alternative managers to provide real estate-related diversification. Moler Capital tends to run concentrated model allocations built from pooled vehicles and separately managed accounts rather than heavy direct-stock trading, and their filings indicate they are not positioned as an active ESG investor. Moler Capital received recognition as a "Top RIA Firms to Watch" by investor.com in 2020.

Assets & Accounts

Investments & Alternatives

Location & Offices