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MONEDA USA, INC.
CRD 157833 · SEC 801-74113
Corporate platformCorporation
Large incorporated asset manager or corporate group — typically not a local adviser team.
601 LEXINGTON AVENUE, 55TH FLOOR, NEW YORK, NY, 10022, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$694.0M
Discretionary AUM
$694.0M
Team
5 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-05-12
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 3 | $694.0M |
States served
NY
All web addresses on file
Official SEC filing: View on IAPD