The MOERUS CAPITAL MANAGEMENT is a privately held investment adviser that advises $974.71mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. MOERUS CAPITAL MANAGEMENT is a Public/Private Fund Assets increased by 46.33% over the last 5-years.
The Group has been registered with the SEC for 10.48 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 307 WEST 38TH STREET SUITE 2003, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 8 employees comprised of 4 investment and 4 non-investment staff. The total number of Employees decreased by 11.11% over the last 5-years.
Their $974.71mn in assets advised are owned by 4 private funds, 1 public fund and BDCs and 4 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $536.95mn or 55.09% of Total Assets and Investment Companies (IC) own $312.8mn or 32.09% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are Pension and Profit Sharing Plans-Private and Investment Companies (IC).
The Group uses 1 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
MOERUS CAPITAL MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.