MONEDA USA, INC.

CRD 157833File 801-74113

APPROVED

Filing as of May 12, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$694.0M

Above cohort median (national)

Discretionary AUM

$694.0M

Clients

3 accounts

Employees

Below cohort median in NY

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: NYRO
Registration date: Mar 19, 2012
Principal office: 601 LEXINGTON AVENUE, 55TH FLOOR, NEW YORK, NY, 10022
Phone: +12125840585
Website: HTTPS://WWW.MONEDAUSA.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $694.0M
Discretionary AUM: $694.0M
Non-discretionary AUM: $0
Discretionary accounts: 3
Non-discretionary accounts: 0
Total accounts: 3
AUM per client: $231.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Pooled investment vehicles	3	$694.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Portfolio management for pooled investment vehicles

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: No

Disclosure events

ADV Item 11

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

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	4	5	increased by1
Apr 1, 2026	Clients	4	3	decreased by1
Apr 1, 2026	AUM	$635,759,591	$693,959,495	increased by$58,199,904
Apr 1, 2026	Accounts	4	3	decreased by1
May 1, 2025 vs Oct 1, 2022	Employees	9	4	decreased by5
May 1, 2025 vs Oct 1, 2022	Custody	Yes	No
May 1, 2025 vs Oct 1, 2022	Clients	3	4	increased by1
May 1, 2025 vs Oct 1, 2022	AUM	$1,457,589,460	$635,759,591	decreased by$821,829,869
May 1, 2025 vs Oct 1, 2022	Accounts	5	4	decreased by1
Apr 1, 2022	Employees	6	9	increased by3
Apr 1, 2022	AUM	$1,614,062,892	$1,457,589,460	decreased by$156,473,432
Jun 1, 2021	AUM	$1,478,139,283	$1,614,062,892	increased by$135,923,609
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “MONEDA USA” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MONEDA USA” may also match similarly-named firms). Confirm identity against each filing.

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.