MOON LASSO ASSET MANAGEMENT, LLC

RIASEC Registered
Total AUM
$1.5M
Discretionary
$1.5M
100% of AUM
Avg account
$1.5M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
316278
Fee structure
Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Moon Lasso Asset Management, LLC is organized as an LLC and operates with a hedge-fund orientation serving institutional clients. The firm charges performance-based fees and provides portfolio management for pooled investment vehicles while also acting as an other financial product salesperson. It is recorded as a sponsor/GP/managing member of pooled vehicles, indicating active operational involvement in the funds it runs. The adviser is not flagged as an ESG investor, is not multi-state, and is not identified as a capital allocator, pension consultant, or related adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • ALEXANDER JONES

    Managing Member, Principal, Chief Compliance OfficerCRD 7423710

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

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth