Updated:
Moerus Capital Management
Moerus Capital Management LLC was founded in 2015 as an independent, employee-owned investment management firm. It offers investment products to institutions,...
Moerus Capital Management
Moerus Capital Management LLC was founded in 2015 as an independent, employee-owned investment management firm. It offers investment products to institutions, financial intermediaries, and individuals. The firm applies a fundamentals-based philosophy across all strategies that targets securities trading at large discounts to conservative estimates of intrinsic value, with a preference for companies that have strong financial positions, high-quality assets, and attractive business models.
General information
Firm type
Asset Manager
Frequently asked questions
What investment strategy does Moerus Capital Management employ?
Based on public filings, Moerus Capital Management focuses on value-oriented equity investing. The firm seeks to identify undervalued securities across sectors, though specific criteria or portfolio holdings are not widely disclosed.
Is Moerus Capital Management registered with regulatory authorities?
Yes, Moerus Capital Management is registered as an investment advisor with the Securities and Exchange Commission (SEC), as per public records. This registration requires periodic disclosure of certain operational details.
Who are the key principals at Moerus Capital Management?
Publicly available records do not name specific executives or portfolio managers at Moerus Capital Management. The firm's leadership is not prominently featured in media or regulatory filings beyond general registration data.
What is the typical investment size or AUM of Moerus Capital Management?
Moerus Capital Management does not publicly disclose its assets under management. Based on its low profile and limited filings, it likely operates as a smaller boutique asset manager (per SEC registration data).
Which asset classes does Moerus Capital Management invest in?
Public filings suggest Moerus Capital Management primarily invests in public equities, with a value-oriented approach. The firm may also consider other liquid securities, but no direct investments in private markets or real assets are confirmed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: