MOERUS CAPITAL MANAGEMENT LLC

307 West 38th Street
Suite 2003
New York, New York 10018
Tel: 1-212-461-4088

About MOERUS CAPITAL MANAGEMENT LLC

MOERUS CAPITAL MANAGEMENT LLC, formally registered with the SEC as MOERUS CAPITAL MANAGEMENT LLC. The firm was established in 02/10/2016. They have over 1 offices throughout the country.

MOERUS CAPITAL MANAGEMENT LLC is a New York, New York based Financial Planning firm with nearly $768,788,723 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282399
SEC#	801-107225
Assets Managed by Firm	$768,788,723
No. of Clients	9
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	9	$768,788,723
High net worth individuals	1	$54,366,803
Pension and profit sharing plans	3	$606,778,164

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