Falists
← Back to search

MOLER CAPITAL MANAGEMENT

MOLER CAPITAL MANAGEMENT, LLC

CRD 106969 · SEC 801-50628

Corporate platformLLC

Large incorporated asset manager or corporate group — typically not a local adviser team.

Visit website

CA, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$203.8M

Discretionary AUM

$203.8M

Team

3 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-02-23

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals43$19.2M
High net worth individuals44$161.7M

States served

CA, NV, TX

All web addresses on file

Official SEC filing: View on IAPD