Moran Tice Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 305734
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles63.02%
- HNWI36.98%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Moran Tice Capital Management LLC is organized as an LLC and operates with a hedge-fund orientation while also providing portfolio management for individual/small business clients and for pooled investment vehicles. The firm serves both individual & family and institutional clients and charges a combination of percentage-of-AUM and performance-based fees consistent with its hedge-fund activity. Moran Tice identifies itself as neither an active ESG investor nor a multi-state registered adviser. It also acts in sponsor/GP and managing-member roles for pooled investment vehicles, indicating direct involvement in private fund governance and operations.
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
- Exchange Traded Equities100%
Contacts
2 of 2
David Tice
Registered RepresentativeCRD 2557342

Thomas Moran
Founder & ManagerCRD 1456126
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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