Mora Capital Management, LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 112221
- Registered since
- June 9, 2000
- Website
- www.moracapitalgroup.com
- Custodians
- PERSHING LLC, UBS FINANCIAL SERVICES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI61.73%
- Corporations / Businesses31.71%
- Individuals4.38%
- Pooled Investment Vehicles2.18%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Mora Capital Management, LLC is an independent SEC-registered registered investment adviser (since 2000) that serves both high-net-worth individuals and institutional clients. The firm acts as a capital allocator and charges a mix of assets-under-management fees and performance-based fees. Its advisory mandate includes discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, separate account management for institutions or businesses, and selection of external managers. Mora is affiliated with broker-dealer and banking entities and may serve as sponsor or GP of pooled vehicles while also maintaining other adviser relationships. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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
Asset composition
- Investment Grade Corp Bonds36%
- Exchange Traded Equities34%
- Other14%
- Cash & Cash Equivalents8%
- US Government Bonds6%
Owners & executives
2 of 2
Joaquin Frances
CEOCRD 4551274
Fernando De Frutos Gonzalez
Chief Investment OfficerCRD 7450899
Contacts
3 of 30Diego Castillo Olea
Executive Vice PresidentCRD 4973864
Lorenzo Ramos Gonzalez
Executive Vice President - InvestmentsCRD 8117242
Santiago Copello
Executive Vice PresidentCRD 3169072
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 124Active vs passive
$55.2M in ETFs
93%
$51.4M
6%
$3.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $5.2M | 7,078 | 9.45% |
Location
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, 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
- Miami Dade
- Address
- 1450 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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