The MOELIS CAPITAL PARTNERS LLC is a publicly held investment adviser that advises $8.73Bn in regulatory assets under management held in 3 SEC fund types across 4 investment strategies. MOELIS CAPITAL PARTNERS LLC is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 22.28% over the last 5-years.
The Group has been registered with the SEC for 16.09 years and is comprised of 5 filing and 0 relying advisers. They operate out of 6 office locations with their Headquarters at 200 SOUTH WACKER DRIVE SUITE 925, CHICAGO, ILLINOIS. The Group has not been subject to regulatory enforcement actions. They are regulated by 4 US and Non-US bodies.
They have 58 employees comprised of 42 investment and 16 non-investment staff. The total number of Employees decreased by 3.33% over the last 5-years.
Their $8.73Bn in assets advised are owned by 41 private funds, 6 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $6.65Bn or 76.21% of Total Assets and Investment Companies (IC) own $1.95Bn or 22.35% of Total Assets.
The Group's top investment strategies include Traditional LBO, FI/Credit - Diverse and FI/Credit - Asset Backed Securities, representing 42.37%, 27.06% and 22% of total assets, respectively.
They advise 3 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Investment Companies (IC).
The Group uses 7 Fund Administrators, 4 Fund Auditors, 0 Prime Brokers, 9 Custodians and 10 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.
MOELIS CAPITAL PARTNERS LLC names 1 sub-adviser NEXPHASE CAPITAL, LP to 7 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.