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Moonrise Capital Lp
SEC-regulated
Registered investment advisor
Moonrise Capital LP is an investment advisory firm based in Vero Beach, Florida, established in October 2016. The firm specializes in providing discretionary investment advisory services to clients, managing approximately $1,047,976,089 in regulatory assets under management as of December 31, 2024. Moonrise charges clients an annual management fee averaging between 0.41% and 0.7% per annum based on assets managed, along with performance-based compensation ranging between 2.5% and 5% of distributable amounts derived from portfolio investments. The firm primarily serves pooled investment vehicles and clients such as endowments, foundations, family offices, and individuals, with a minimum investment amount of $1,000,000. Moonrise focuses on long-term capital appreciation through privately negotiated equity investments, venture capital funds, and other related entities. The firm's investment strategies involve thorough due diligence, including evaluating manager terms, fund details, and forecasted returns. Moonrise discloses potential risks associated with investments, such as high-risk asset classes, illiquidity, and dependence on management. The firm has no disciplinary events to report and operates with transparency regarding fees, compensation, custody, and investment discretion. For more information, interested parties can contact Ann Chu at 772-492-3523 or [email protected].
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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