Mooring Bay Capital Management

Overview

Mooring Bay Capital Management is an independent, Texas-registered limited liability company that provides financial planning and portfolio management primarily for individuals and families, with capability to serve small businesses and institutional/business clients. The firm is owned by an individual and operates on multiple fee arrangements — a percentage-of-AUM model supplemented by hourly and fixed-fee engagements. Its filings show a clear tilt toward portfolio management and planning rather than capital allocation or pension consulting. The firm does not identify as an ESG investor and operates under a single-state registration in Texas.

Assets & Accounts

Investments & Alternatives

Location & Offices