Moelis Capital Partners LLC

Fee-Only (% of Portfolio)

Moelis Capital Partners LLC (MCP) provides investment oversight to the Moelis Funds, focusing on the selection, monitoring, and realization of each Fund’s investments. MCP assists the General Partner of the Moelis Fund(s) with strategic planning, identifying potential investments, reviewing exit strategies, and monitoring investment performance, with assistance from NexPhase. NexPhase works directly with the portfolio companies, providing managerial, advisory, and administrative assistance. Investment in the Moelis Funds is currently closed and intended for qualified purchasers, institutional investors and eligible high-net-worth individuals.

Assets Under Management$170M
Clients7
AdvisorsN/A
Avg. per Client$25M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Moelis Capital Partners LLC | TrueAdvisor