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The fee is billed in arrears, is negotiable and has a $2,000 annual minimum.","source":"MORA CAPITAL MANAGEMENT - FORM ADV PART 2A, filed 14 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Mora Capital Management use?","answer":"Mora Capital Management’s separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $757M and UBS Securities LLC (New York, NY), with $429M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Mora Capital Management have?","answer":"Mora Capital Management has 29 investment adviser representatives registered with state securities authorities, out of 49 employees, and 29 perform investment advisory functions. 27 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Mora Capital Management invest in?","answer":"At the end of its last fiscal year, Mora Capital Management’s separately managed accounts held 36% investment grade corporate bonds, 34% exchange-traded equities, 14% other, 8% cash and equivalents, 6% U.S. government and agency bonds, 1% high-yield corporate bonds and 1% derivatives. The 14% other category is described as: Offshore Mutual Funds. It advises 1 private fund.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Mora Capital Management?","answer":"Mora Capital Management is owned through a chain of holding companies by Joan Mora Magrina, Daniel Mora Planas, Cartera Morsa, Sa, Manela Aristot Mora and Jordi Mora Magrina. Its direct owner is Mora Capital Holdings USA LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 3 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Mora Capital Management get paid?","answer":"Mora Capital Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Mora Capital Management registered with the SEC?","answer":"Yes, Mora Capital Management has been registered with the SEC as an investment adviser since 9 June 2000. Its CRD number is 112221 and its SEC file number is 801-57604.","source":"Form ADV Part 1A, Item 1, filed 3 June 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Mora Capital Management?","answer":"Mora Capital Management’s main office is at 1450 Brickell Avenue, Suite 2900, Miami, FL 33131. Its phone number is 305-459-5400. 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