Moss Bay Capital, LLC offers investment management services, primarily managing client portfolios based on their investment goals. They invest in equities and debt securities. For separately managed accounts (SMAs), they generally use a single investment strategy, though they may tailor services in certain circumstances. Moss Bay Capital also manages Moss Bay I, LP, a pooled investment vehicle for qualified clients and accredited investors. The firm exercises discretionary authority over client investments.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable with each SMA client.