Moralis Technologies LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Moralis Technologies LLC
CRD #316221
SEC #801-122490
CIK #
AUM $51.9 M (2025-04-18)
Employees 11 (73% Investors, 0% Brokers)
Phone833-730-3700
Address650 Washington Rd
Pittsburgh, PA 15228
Source [IAPD] [Website] [Facebook] [Instagram]
Total AUM ($M)
604836241202011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 34 6.2
(b) Individuals (high net worth individuals) 10 17.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 27.9
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 80 51.9
By Discretionary
Discretionary 80 51.9
Non-Discretionary 0 0.0
Total 80 51.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 51.9
Total 80 51.9
Comparable Firms State AUM ($B)
Clarion Call Capital LLC
NY 0.1
Constitution Wealth LLC
0.1
Radiant Global Investors LLC
0.1
Paulo Financial Advisors LLC
0.1
Atrato Asset Management LLC
WA 0.1
Ossia Investment Management LLC
FL 0.1
Quinn Wealth Advisors A Series of Indepen Wealth Partners LLC
PA 0.1
Black Hill Capital Partners LLC
CA 0.1
ADVR LLC
SC 0.1
Seaway Advisors Ltd
NY 0.1
Terms | Privacy | Guide
tony@aum13f.com