Moerus Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 25, 2026, reports $893M in regulatory assets under management, 8 employees, and 10 accounts.
Assets Under Management
$893M
Employees
8
Offices
--
Total Clients
10
Primary office
NEW YORK, NY
307 WEST 38TH STREET, SUITE 2003, NEW YORK, NY, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 40.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
40.0%
4
2
Pension Plans
30.0%
3
3
HNWI
10.0%
1
4
Investment Cos.
10.0%
1
5
Government
10.0%
1
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Pension and profit sharing plans<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$893Mas of March 25, 2026
Discretionary100.0%
$893M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$893M
Total Accounts10
10Y AUM Change+$873M (+4326.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee1:1
10Y Employee Change+1 (+14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.