Moto Capital Group Inc. is a large advisory firm based in Miami. It manages $270.53 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Florida.
Moto Capital Group provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Moto Capital Group Inc. is $270.53 million. The firm's AUM has grown by 19% since the beginning of its operation, and $217.46 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Moto Capital Group Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to high net worth individuals and pooled investment vehicles. The largest group of clients of Moto Capital Group is pooled investment vehicles with 3 clients and $231.23 million of assets under management. Among the 13 most similar advisory firms, Moto Capital Group has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $270.53 million for 4 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 50% of the firm’s clients are foreign persons or businesses.
Moto Capital Group also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.
The company employs 9 people that are either part- or full-time employees. 56 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Moto Capital Group Inc. performs its advisory services is located at 333 S.E. 2 Nd Avenue, Miami, FL 33131, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 305-760-4155 or by fax 866-809-1005. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at linkedin.com/company/moto-capital-group-inc/.