The Moneypaper Advisor, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 156971
- Registered since
- May 12, 2011
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
The Moneypaper Advisor, Inc. is a corporation registered with the SEC in 2011 that operates as an institutional registered investment adviser. It identifies its client base as institutional and provides portfolio management services specifically for investment companies. The firm charges fees based on a percentage of assets under management and is structured as a domestic entity with individual ownership. According to the filing, it is not a capital allocator, not a pension consultant, not a multi-state adviser, and it does not classify itself as an active ESG investor.
Assets & Accounts
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
Owners & executives
1 of 1
Byron Perez
Chief Compliance OfficerCRD 6448885
Contacts
3 of 3
Vita Nelson
PresidentCRD 1846882
Juan Medina
Portfolio ManagerCRD 6827298
Lee Nelson
Portfolio ManagerCRD 2685110
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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