|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| MORI Huston Partners LLC
✚
|
|
|---|---|
| CRD # | 151260 |
| SEC # | 801-70587 |
| CIK # | |
| AUM | $227.9 M (2025-03-14) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 305-856-9303 |
| Address | 1450 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Oceancross Capital Partners Fund | [2019-03-29] | 8.2 | 5.0 |
| Other | Oceancross Global Bond Ltd | 2019-03-29 | 24.4 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1 | 0.4 |
| (b) Individuals (high net worth individuals) | 37 | 198.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 24.4 |
| (g) Pension and profit sharing plans | 1 | 3.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 71 | 227.9 |
| By Discretionary | ||
| Discretionary | 60 | 138.1 |
| Non-Discretionary | 11 | 89.8 |
| Total | 71 | 227.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 213.6 | |
| United States Persons | 14.3 | |
| Total | 71 | 227.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Leandro Lazzarini Vieira | 1 | ||
| Robert Mori | 1 | ||
| Mary Mori | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Washington Growth Strategies LLC
✚
|
DC | 0.2 |
|
Evergreen Capital Associates LLC
✚
|
NJ | 0.2 |
|
Stance Capital LLC
✚
|
MA | 0.2 |
|
Gulfstream CM LLC
✚
|
NJ | 0.2 |
|
Boyar Asset Management Inc
✚
|
NY | 0.2 |
|
Brandywine Asset Management Inc
✚
|
PA | 0.2 |
|
AtlasMark Financial Inc
✚
|
TX | 0.2 |
|
Sparrow Capital Management Inc
✚
|
MO | 0.2 |
|
Crescat Portfolio Management LLC
✚
|
CO | 0.2 |
|
Ironwood Investment Management LLC
✚
|
MA | 0.2 |