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MOON CAPITAL MANAGEMENT, LLC

Legal name: MOON CAPITAL MANAGEMENT LLC

CRD 107612File 801-49240
APPROVED
Retail clients
Custody
Filing as of May 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$391.5M
Below cohort median (national)
Discretionary AUM
$391.5M
Clients
162
407 accounts
Employees
6
Below cohort median in TN

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
ARO
Registration date
Jun 22, 1995
Principal office
900 SOUTH GAY STREET, SUITE 2103, KNOXVILLE, TN, 37902
Phone
865-546-1234

Assets & accounts

ADV Item 5F
Total regulatory AUM
$391.5M
Discretionary AUM
$391.5M
Non-discretionary AUM
$0
Discretionary accounts
407
Non-discretionary accounts
0
Total accounts
407
AUM per client
$2.4M

Clients by type

ADV Item 5D
Client typeClientsAUM
Charitable organizations1$13.3M
High net worth individuals159$342.7M
Pooled investment vehicles1$35.5M
Pension and profit sharing plans1Not reported

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 17, 2026Custodyfalsetrue
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.