4445 North A1a
Suite 231
Vero Beach, Florida 32963
Tel: 772-492-3523
MOONRISE CAPITAL LP, formally registered with the SEC as MOONRISE CAPITAL LP. The firm was established in 08/12/2019. They have over 1 offices throughout the country.
MOONRISE CAPITAL LP is a Vero Beach, Florida based Financial Planning firm with nearly $1,063,099,812 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 3 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 286269 |
| SEC# | 801-117063 |
| Assets Managed by Firm | $1,063,099,812 |
| No. of Clients | 6 |
| No. of Advisors | 3 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 6 | $1,063,099,812 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
| $97,371,716,804 | 38 | 578 | |
| $92,968,371,160 | 146 | 264 |
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