MOERUS CAPITAL MANAGEMENT LLC
C36
CRD 282399·SEC 801-107225·NEW YORK, NY
AUM
$893.1M
$500M-$1B
Est. Revenue
$8.9M
@ 1% on AUM
Est. EBITDA
$2.7M
@ 30% margin
Est. Deal Value
$21.4M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $695.2M
'21 · $775.4M
'22 · $660.3M
'23 · $656.2M
'25 · $778.6M
'26 · $893.1M
'20'26
$695.2M → $893.1M▲ +28%
Client mix
| Pooled Investment Vehicles | 4 |
| Pension Profit Sharing Plans | 3 |
| Individuals High Net Worth | 1 |
| Investment Companies | 1 |
| State Or Municipal Govt | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 3 advisors
'21 · 3 advisors
'22 · 3 advisors
'23 · 4 advisors
'25 · 4 advisors
'26 · 4 advisors
'20'26
3 advisors → 4 advisors▲ +33%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2025-08-012025-08-01 · 0000919574-25-004340
2024-08-022024-08-02 · 0000919574-24-004205
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
MOERUS CAPITAL MANAGEMENT LLC307 WEST 38TH STREET, SUITE 2003NEW YORK, NY 10018
Business
MOERUS CAPITAL MANAGEMENT LLC307 WEST 38TH STREET, SUITE 2003NEW YORK, NY 10018
Edgar Recent Filings
D/A2025-08-01 · 0000919574-25-004340
D/A2024-08-02 · 0000919574-24-004205