|
⚲
|
| Moler Capital Management LLC
✚
|
|
|---|---|
| CRD # | 106969 |
| SEC # | 801-50628 |
| CIK # | |
| AUM | $147.3 MM (2023-02-24) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 949-748-3993 |
| Address | 9966 Amethyst Hills Street Las Vegas, NV 89148 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 15.8 |
| (b) Individuals (high net worth individuals) | 36 | 102.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 9.5 |
| (h) Charitable organizations | 0 | 19.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 304 | 147.3 |
| By Discretionary | ||
| Discretionary | 304 | 147.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 304 | 147.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 147.3 | |
| Total | 304 | 147.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Hall Retirement Planning Services LLC
✚
|
TN | 0.1 |
|
Financial Horizons Inc
✚
|
CA | 0.1 |
|
Fenton Gregory Coleman
✚
|
MA | 0.1 |
|
AFT Forsyth and Company Inc
✚
|
FL | 0.1 |
|
Variant Private Wealth LLC
✚
|
VA | 0.1 |
|
Quantum Econometrics LLC
✚
|
CA | 0.1 |
|
Asset Management Advisors LLC
✚
|
OK | 0.1 |
|
Asset Management Strategies Inc
✚
|
IN | 0.1 |
|
Codex Capital LLC
✚
|
NY | 0.1 |
|
Kahala Financial Advisors LLC
✚
|
HI | 0.1 |