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Moby Financial
Moby Financial is a ria based in Montreal; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for...
Moby Financial
MOBY FINANCIAL is a state-registered investment adviser. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
Canada
City
Montreal
Corporate office
Montreal, Quebec, Canada
Principals
Curtis Probst
Managing Director
Sector focus
Frequently asked questions
Does Moby Financial invest solely in direct deals or does it also commit to external funds?
Moby Financial employs a hybrid approach. Public disclosure shows the office holds direct real estate assets and direct equity stakes in private companies. At the same time, its public securities portfolio functions as liquid exposure to external managers and companies. No fund-of-funds mandate has been announced, but the structure accommodates both direct and indirect investment paths.
Is Moby Financial structured as a venture capital firm?
No. While the firm makes private direct investments, it is not organized as a venture capital fund. It does not accept outside capital and does not operate with a general-partner/limited-partner structure. Its investment activity is funded solely by family equity, which eliminates the requirement to return capital to external investors on a fixed timeline.
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