MOORE INVESTMENT PARTNERS, LLC

Overview

Moore Investment Partners, LLC is a small, fee-based registered investment adviser operating as a limited liability company that focuses on portfolio management for individuals and small businesses. The firm charges clients based on a percentage of assets under management and reports a client base that includes individual and family investors as well as some institutional relationships. Moore Investment Partners does not identify as an active ESG investor, is not a multi-state adviser, and does not classify itself as a capital allocator; its activity profile centers on discretionary portfolio management rather than third‑party capital commitments. Investment style, as described in filings, emphasizes the use of pooled public funds rather than direct alternative allocations or heavy single-stock bets. The adviser appears to run client strategies through mutual funds and other public investment vehicles for broad diversification and implementation efficiency, with discretionary authority over the majority of its assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices