# Moby Financial

Moby Financial is a RIA based in Montreal, Canada.

## Overview

- **Organization type:** RIA
- **Headquarters:** Montreal, Canada
- **Region:** North America
- **Address:** Montreal, Quebec, Canada
- **Assets under management:** Undisclosed
- **Website:** mobyfinancial.com

## Regulatory record

- **CRD number:** 341050
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/341050

## About

MOBY FINANCIAL is a state-registered investment adviser. It has 1 employee and 1 investment adviser.

## Sectors

- Real Estate
- Financial Services
- Healthcare Services
- Technology

## People

- Curtis Probst — Managing Director

## 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.

## Related profiles

- [Mission Cloud Services](https://altss.com/profile/mission-cloud-services)
- [Bongdalu](https://altss.com/profile/money-compass)

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Last updated: 2026-07-06T01:24:21.509Z

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