MOON CAPITAL MANAGEMENT LP

RIASEC RegisteredEst. 2012
Total AUM
$911M
Discretionary
$911M
100% of AUM
Avg account
$57M
Accounts
16
Employees
23
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
156460
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Moon Capital Management LP is a limited partnership that operates as a hedge fund manager and serves institutional clients. The firm is SEC-registered (since 2012) and focuses on portfolio management for pooled investment vehicles, acting at times as sponsor, general partner or managing member of those vehicles. Ownership is composed of a domestic entity and an individual. Its compensation mix combines a percentage-of-assets fee with performance-based fees, consistent with hedge fund economics. Moon Capital does not position itself as a capital allocator or pension consultant and is not characterized as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • GRACE PARK

    Chief Compliance OfficerCRD 2782390

  • JOHN MOON

    Founder and CEOCRD 4517881

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 4

Active vs passive

$146M in ETFs

Passive

100%

$146M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES GOLD TRUST (IAU)BlackRockPassiveCommodities Focused$137M1,559,60494.07%

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
499 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth