Moelis, Kenneth, David

Ownership stakes

• Crossbeam Venture Partners Llc
  Limited Partner · 25% – 50% · Dec 2024
• Freeport Financial Partners Llc
  Member · 25% – 50% · Aug 2024
• Archean Capital Partners Ii, L.L.C.
  Member · 25% – 50% · Mar 2024
• Moelis Capital Partners Llc
  Ceo · Less than 5% · Mar 2024
• Moelis Capital Partners Llc
  Member · 75% or more · Mar 2024
• Steele Creek Investment Management Llc
  Member · 25% – 50% · Mar 2024

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗