Moonbridge Financial Design, LLC

Overview

Moonbridge Financial Design, LLC is an independent, New York–registered advisory firm organized as an LLC and owned by an individual principal. The firm serves individuals and families, providing financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-assets under management with fixed-fee engagements. Moonbridge identifies as an active ESG investor and integrates environmental, social, and governance considerations into its investment approach. The firm is not structured as a dedicated capital allocator and operates primarily as a client-facing advisory practice rather than a fund sponsor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices