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Mooring Bay Capital Management
Mooring Bay Capital runs a concentrated, SEC-reporting public-equities portfolio from Palm Beach, Florida.
Mooring Bay Capital Management
MOORING BAY CAPITAL MANAGEMENT is an SEC-registered investment adviser in DALLAS, TX. The firm manages approximately $9 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Dallas
Corporate office
Palm Beach, FL, United States
Frequently asked questions
How does Mooring Bay Capital Management invest?
The firm invests exclusively in publicly traded U.S. equities through a concentrated, long-only portfolio. Quarterly 13F filings show a focus on large-cap technology and financial-services companies, with top holdings historically including Microsoft and Visa. The investment approach is fundamental and research-driven.
Who runs investment decisions at Mooring Bay?
Mooring Bay does not publicly disclose its investment team or principals. The firm operates without a website or LinkedIn presence, and no named portfolio manager is listed in its regulatory filings. This opacity is consistent with a closely held vehicle where the decision-maker may be a single individual or small family committee.
Is Mooring Bay structured as a family office or a traditional asset manager?
Mooring Bay occupies a hybrid position. It is structured as a registered investment company that files quarterly with the SEC, which is typical of an asset manager. However, it maintains no public marketing presence and does not appear to solicit outside capital, a profile more consistent with a single-family office that uses the registered vehicle for governance or structural reasons.
Does Mooring Bay invest in private markets or venture capital?
No. All available evidence points to a pure public-equities strategy. The firm's SEC filings show only long positions in listed U.S. stocks. There are no indications of direct private-company investments, fund commitments, real estate, or credit exposure.
What is Mooring Bay's AUM?
Mooring Bay does not publicly disclose assets under management. The firm has no website, no press coverage citing AUM, and its 13F filings provide position-level data rather than aggregate portfolio value. As a result, no credible AUM figure or estimate can be made.
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.
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