Moorstone manages investments for private investment funds. Moorstone's investment advice is provided directly to the Funds but not individually to the investors in the Funds. Moorstone formulates each Fund’s investment objectives, directs and manages the investment of its assets, and provides reports to investors.
Assets Under Management$2.2B
Clients9
AdvisorsN/A
Avg. per Client$240M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Moorstone manages investments for private investment funds and is paid a management fee based on a percentage of assets under management and performance. Moorstone may reduce, waive, modify or calculate differently the Management Fee for any Investor in a Fund.
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