MOSS BAY CAPITAL
Firm details
- Headquarters
- KIRKLAND, Washington
- CRD number
- 299002
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles85.74%
- HNWI14.26%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Moss Bay Capital operates as a small, manager-led hedge fund and registered investment adviser that runs both discretionary separate accounts and a pooled investment vehicle. The firm favors equity exposure in its liquid sleeves while running a private hedge fund and acting as sponsor/GP for pooled vehicles, which drives a material portion of its capital deployment and fee model. Fee arrangements include both a percentage of assets under management and performance-based fees, consistent with a hybrid hedge-fund/wealth manager structure. Investment activity centers on actively managed equity allocations in brokerage accounts alongside proprietary or advised pooled strategies. The firm’s stated advisory services cover portfolio management for individuals and small businesses as well as for pooled investment vehicles, and its business model reflects both direct managed accounts and sponsor-level responsibilities for private funds. Moss Bay Capital does not identify as an active ESG investor and operates with a narrow client roster rather than a broad retail footprint.
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 Equities95%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1Colin Dresser
Managing Member And Chief Compliance OfficerCRD 7023544
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
KIRKLAND, WA
KING
Location
KIRKLAND, WA
Headquartered in KIRKLAND, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- KING
- Address
- 137 7th Ave W
- Time zone
- PT (UTC-8)
- Office locations
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