Moran Tice Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 305734
- Website
- morantice.com
- 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 an LLC-structured investment adviser that operates as a hedge fund manager serving both individual/family and institutional clients. The firm provides portfolio management for individuals and small businesses and also manages pooled investment vehicles, acting as sponsor, general partner and managing member for those vehicles. Its compensation model includes both a percentage-of-assets fee and performance-based fees, consistent with hedge-fund-style structures. The firm does not position itself 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
- Exchange Traded Equities100%
Contacts
3 of 3
David Tice
Registered RepresentativeCRD 2557342
Thomas Moran
Founder & ManagerCRD 1456126
Ralph Linzmeier
Managing DirectorCRD 1035719
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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