MOON CAPITAL MANAGEMENT, LLC

other names
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Adviser Profile
As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 6
of those in investment advisory functions 3 -25.00%
Registration SEC, Approved, 06/22/1995
AUM* 278,382,171 28.72%
of that, discretionary 278,382,171 28.72%
Private Fund GAV* 17,388,095
Avg Account Size 732,585 -40.04%
% High Net Worth 95.83% -0.84%
SMA’s Yes
Private Funds 1
Contact Info 865 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
216M 185M 154M 124M 93M 62M 31M
2016 2017 2018 2019 2020 2021

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$17,388,095

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker084670702 Stock NameBERKSHIRE HATHAWAY INC DEL $ Position$6,143,779 % Position7.46% $ Change-5.04% # Change-2.74%
Stck Ticker112585104 Stock NameBROOKFIELD ASSET MGMT INC $ Position$4,517,104 % Position5.48% $ Change7.24% # Change44.24%
Stck Ticker125523100 Stock NameCIGNA CORP NEW $ Position$4,114,789 % Position5.00% $ Change1.85% # Change-3.84%
Stck Ticker126650100 Stock NameCVS HEALTH CORP $ Position$4,099,217 % Position4.98% $ Change2.84% # Change-6.09%
Stck Ticker48251W104 Stock NameKKR & CO INC $ Position$3,907,586 % Position4.74% $ Change26.52% # Change-3.84%
Stck Ticker58155Q103 Stock NameMCKESSON CORP $ Position$3,788,707 % Position4.60% $ Change7.82% # Change-4.95%
Stck Ticker40412C101 Stock NameHCA HEALTHCARE INC $ Position$3,574,914 % Position4.34% $ Change7.35% # Change-0.62%
Stck Ticker38141G104 Stock NameGOLDMAN SACHS GROUP INC $ Position$3,509,929 % Position4.26% $ Change22.41% # Change-4.24%
Stck Ticker00287Y109 Stock NameABBVIE INC $ Position$3,480,383 % Position4.22% $ Change # Change
Stck Ticker02079K107 Stock NameALPHABET INC $ Position$3,463,345 % Position4.20% $ Change15.67% # Change-4.85%

Brochure Summary