MOONSAIL CAPITAL LLC
Firm details
- Headquarters
- SAN JUAN, PR
- CRD number
- 291230
- Registered since
- November 21, 2017
- Website
- moonsailcapital.com
Firm profile
FINTRXOverview
Moonsail Capital LLC is a privately owned investment adviser formed as a limited liability company and registered with the SEC in 2017. The firm operates as a sponsor, general partner and managing member of pooled investment vehicles, with its primary advisory activity centered on a private equity fund. Moonsail is not identified as an active ESG investor, not a pension consultant, and is classified as unclassified in its regulatory profile. Given its sponsor and GP roles, Moonsail’s investment activity centers on sourcing, structuring and managing private equity commitments. That positioning implies a hands-on approach to portfolio company oversight, governance and exit planning rather than a passive asset-allocation advisory model. The firm does not report traditional advisory relationships or retail advisory client accounts tied to public AUM.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2JUAN RODRIGUEZ
Managing DirectorCRD 2777822
RAFAEL ORTIZ
Co-Founder and Managing DirectorCRD 6318317
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN JUAN, PR
Location
SAN JUAN, PR
Headquartered in SAN JUAN, PR, anchoring the San Juan-Bayam_n, PR metro.
- Metro area
- San Juan-Bayam_n, PR
- Address
- 1413 Ave Ponce de Leon
- Office locations
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