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MOONRISE CAPITAL LP

CRD 286269File 801-117063
APPROVED
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.13B
Above cohort median (national)
Discretionary AUM
$1.13B
Clients
6
6 accounts
Employees
3
Top 25% of cohort in FL

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
MIRO
Registration date
Aug 12, 2019
Principal office
4445 NORTH A1A, SUITE 231, VERO BEACH, FL, 32963
Phone
772-492-3523

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.13B
Discretionary AUM
$1.13B
Non-discretionary AUM
$0
Discretionary accounts
6
Non-discretionary accounts
0
Total accounts
6
AUM per client
$188.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles6$1.13B

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
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
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

DateFieldFromToChange
Apr 1, 2026AUM$1,047,976,089$1,128,222,493increased by$80,246,404
May 1, 2025
vs Oct 1, 2022
Clients56increased by1
May 1, 2025
vs Oct 1, 2022
AUM$1,130,387,985$1,047,976,089decreased by$82,411,896
May 1, 2025
vs Oct 1, 2022
Accounts56increased by1
Apr 1, 2022Clients45increased by1
Apr 1, 2022AUM$685,195,040$1,130,387,985increased by$445,192,945
Apr 1, 2022Accounts45increased by1
Apr 1, 2021Registration—APPROVED

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

See plans that list “MOONRISE CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MOONRISE CAPITAL” 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.