Moss Bay Capital

Fee-Only (% of Portfolio)

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.

Assets Under Management$8.8M
Clients7
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$8.8M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable with each SMA client.

Fee Estimator
Your Portfolio Value
$500K
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Location

1 Advisors at this firm

Moss Bay Capital | TrueAdvisor