Moreno Capital

Overview

Moreno Capital LLC is an independent, individual-owned registered investment adviser operating as a limited liability company. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee model includes percentage-of-AUM billing, fixed fees, and structures that can include performance-based fees. The adviser does not identify as an active ESG investor and is not designated as a multi-state or newly formed adviser. Moreno Capital is primarily an advisory practice rather than a capital allocator, which suggests its focus is on managing client portfolios and providing planning and consulting services rather than running third-party funds.

Assets & Accounts

Public Holdings

Investments & Alternatives