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Moirai Capital Management
Founded in 2000 in San Francisco, Moirai Capital Management established itself as a registered investment advisor focused on private wealth. The firm's client...
Moirai Capital Management
Founded in 2000 in San Francisco, Moirai Capital Management established itself as a registered investment advisor focused on private wealth. The firm's client base spans individuals, families, trusts, and private foundations. Unlike single-family offices tied to one source of wealth, Moirai operates a multi-client RIA model, aggregating advisory mandates. This structure places it in the fragmented landscape of smaller, relationship-driven wealth managers serving the Bay Area's concentrated capital base. The investment approach is defined by its wealth-management and retirement-services mandate. Moirai constructs portfolios across public equities, fixed income, and traditional diversified asset allocations rather than direct private-market deals or venture-stage exposures common among its local peer firms. Deployment is executed through separately managed accounts tailored to individual client objectives, with no evidence of pooled fund vehicles, co-investment clubs, or SPV activity. Geographic focus remains concentrated in the United States, aligned with its San Francisco headquarters and domestic client base. Moirai's scale is measured by its managed assets, estimated at $184 million. The firm maintains a lean operational footprint, with no recorded additional offices. Adjacent vehicles — such as captive philanthropic foundations or real-asset arms — have not been disclosed. Moirai's structural differentiator is its longevity as a small-scale RIA in a market dominated by large institutional managers and tech-founded family offices. The firm does not pursue venture capital, direct investing, or sector-concentrated strategies. Instead, its architecture is built on fiduciary advisory relationships — a model where client retention and retirement-planning discipline define competitive advantage over a 24-year operating history.
General information
Firm type
Bank / Wealth / Trust
Year founded
2000
Location
Region
North America
Country
United States
City
San Francisco
Corporate office
San Francisco, CA, United States
Frequently asked questions
What kind of clients does Moirai Capital Management serve?
Moirai serves individuals, families, trusts, and private foundations from its San Francisco base. The firm operates as a registered investment advisor, meaning it maintains a fiduciary duty to its clients. Its client mix is typical of a smaller wealth-management practice focused on long-term advisory relationships rather than institutional mandates.
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