Overview
Assets Under Management: $278 million
Headquarters: KNOXVILLE, TN
High-Net-Worth Clients: 144
Average Client Assets: $2 million
Frequently Asked Questions
MOON CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107612), MOON CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
MOON CAPITAL MANAGEMENT LLC is headquartered in KNOXVILLE, TN.
MOON CAPITAL MANAGEMENT LLC serves 144 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, MOON CAPITAL MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
MOON CAPITAL MANAGEMENT LLC manages $278 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, MOON CAPITAL MANAGEMENT LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 144
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.39
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 380
Discretionary Accounts: 380
Regulatory Filings
CRD Number: 107612
Last Filing Date: 2024-03-28 00:00:00
Website: https://mooncap.com