Moelis Capital Partners LLC

Moelis Capital Partners LLC is a New York-based investment advisory firm founded in 2007 by Kenneth Moelis. The firm is registered under the Investment Advisers Act of 1940 and is a wholly-owned subsidiary of Moelis Asset Management LP. Moelis Capital Partners Opportunity Fund I, LP, and related funds are managed by MCP, with oversight provided by NexPhase Capital Partners LLC. The firm primarily focuses on private equity and equity-related investments in middle-market companies with EBITDA of at least $7 million. Investment discretion is held by NexPhase, which conducts due diligence, monitors performance, and provides advisory services to portfolio companies. The firm does not offer wrap fee programs and had $173,308,936 of client assets under management as of December 31, 2024. Fees are detailed in the Governing Documents, typically including a management fee of 1.5-2% annually and performance fees. MCP has a Code of Ethics, periodic account reviews, and proxy voting guidelines to ensure client interests are prioritized. The firm does not accept compensation for client referrals and has no custody issues. MCP has not faced bankruptcy petitions or financial conditions impairing contractual commitments in the past ten years.