|
⚲
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| MORI Huston Partners LLC
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| |
|---|---|
| CRD # | 151260 |
| SEC # | 801-70587 |
| CIK # | |
| AUM | $212.8 MM (2024-05-06) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 305-856-9303 |
| Address | 1450 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Oceancross Capital Partners Fund | [2019-03-29] | 8.2 | 5.0 |
| Other | Oceancross Global Bond Ltd | 2019-03-29 | 19.7 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1 | 0.4 |
| (b) Individuals (high net worth individuals) | 31 | 188.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 19.7 |
| (g) Pension and profit sharing plans | 1 | 3.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 72 | 212.8 |
| By Discretionary | ||
| Discretionary | 58 | 126.4 |
| Non-Discretionary | 14 | 86.4 |
| Total | 72 | 212.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 195.0 | |
| United States Persons | 17.8 | |
| Total | 72 | 212.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Leandro Lazzarini Vieira | 1 | ||
| Robert Mori | 1 | ||
| Mary Mori | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Ironwood Investment Management LLC
✚
|
MA | 0.2 |
|
Equitas Capital Advisors LLC
✚
|
LA | 0.2 |
|
Boyar Asset Management Inc
✚
|
NY | 0.2 |
|
Regents Partners LLC
✚
|
UT | 0.2 |
|
Harvest Volatility Management LLC
✚
|
CT | 0.2 |
|
Sugar Maple Asset Management LLC
✚
|
WI | 0.2 |
|
Brean Asset Management LLC
✚
|
NJ | 0.2 |
|
Sterling Capital Management Inc
✚
|
WI | 0.2 |
|
Krusen Capital Management LLC
✚
|
FL | 0.2 |
|
Longwall Investment Partners LLC
✚
|
CT | 0.2 |