Mora Capital Management, LLC

RIASEC Registered

Total AUM

$1.9B

Discretionary

$663M

35% of AUM

Avg account

$2.8M

Accounts

684

Employees

Advisory reps

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

FINTRX

Overview

Mora Capital Management, LLC is an independent registered investment adviser that has been registered with the SEC since 2000. The firm serves both high-net-worth individuals and institutional clients, offering portfolio management across individuals/small businesses, pooled investment vehicles, and institutional accounts. Mora acts as a capital allocator and also performs selection of other advisers, and its corporate activities include roles such as sponsor or managing member of pooled vehicles. The firm bills clients using a mix of percentage-of-assets and performance-based fees, and its business footprint includes broker‑dealer and banking affiliations in addition to its advisory practice. Mora is not an active ESG investor and does not present itself as a multi-state or pension consultant specialist.