Moon Capital Management Lp
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Overview
Moon Capital Management Lp operates as an advisory company headquartered in New York, New York. Moon Capital Management Lp controls $783.1 million in assets across 12 client accounts, making it one of the larger financial advisory firms in the country by assets under management (AUM). It has a small team, including 14 financial advisors. Moon Capital Management Lp does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal investments such as equities, bonds and options.
Moon Capital Management Lp administers all of the firm's client assets in a discretionary manner. Discretionary management means that a portfolio manager makes transaction choices without requiring the customer's permission. The advisory firm manages roughly $65.3 million in assets for every account. An average financial advisor at Moon Capital Management Lp oversees fewer than one client account, placing it among the most individualized financial advisor firms in the country.
Moon Capital Management Lp's main office is at 499 Park Avenue, New York, New York 10022. The company is legally allowed to serve customers in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Moon Capital Management Lp by the Numbers
$783.1 million
25
12
$65.3 million
Fee Structure
A financial advisor's fees usually depend on which services the firm provides the client. However, fee types charged by the company may include the following fee structures: asset-based or performance-based. Moon Capital Management Lp does not supply a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to pooled investment vehicles. Out of its 12 clients, Moon Capital Management Lp's largest client group is pooled investment vehicles. About 75% of the firm's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Moon Capital Management Lp does not have any disclosures.
Please visit its Form ADV for more details.
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