THE MONEYPAPER ADVISOR, INC.

Overview

The Moneypaper Advisor, Inc. is an SEC-registered corporate adviser that specializes in portfolio management for investment companies. The firm’s client base is institutional, and its business model centers on charging a percentage-of-AUM fee. Since its SEC registration in 2011, the adviser has maintained a narrowly scoped advisory practice rather than a broad retail platform. The firm is not classified under a more specific advisory category and is not identified as a capital allocator; its activity appears to be direct portfolio management rather than operating as an allocator to third-party managers. It is not an active ESG investor, does not operate as a multi-state adviser, and is not positioned as a pension consultant.

Assets & Accounts

Location & Offices