MOONRISE CAPITAL LP

RIASEC RegisteredEst. 2019
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$188M
Accounts
6
Employees
3
Advisory reps
2

Firm details

Headquarters
VERO BEACH, Florida
CRD number
286269
Registered since
August 12, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Moonrise Capital LP is a venture capital–focused limited partnership that advises and manages pooled investment vehicles for institutional investors. Since registering with the SEC in 2019, the firm has positioned itself as a sponsor and general partner for venture capital funds rather than as a broad capital allocator. Its advisory activities are centered on portfolio management for pooled vehicles, with fee arrangements that combine a percentage-of-AUM management fee and performance-based compensation typical of VC structures. Investment activity is concentrated in privately negotiated opportunities and fund-level commitments. The firm is not an active ESG investor and operates from a single-state footprint. Given the firm’s client base and fund structure, decision-making and portfolio construction emphasize concentrated exposures through venture funds and related private market strategies rather than mass retail or multi-product wealth management.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • ANN CHU

    Chief Financial OfficerCRD 2830213

Contacts

1 of 1
  • DONALD PASCAL

    Founder & Managing PartnerCRD 3132624

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

VERO BEACH, FL

INDIAN RIVER

Location

VERO BEACH, FL

Headquartered in VERO BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
INDIAN RIVER
Address
4445 A1A
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth