Overview
General Description of Advisory Firm.
The Adviser is an investment adviser with its principal place of business in New York, New York. The
Adviser, a New York corporation, commenced operations as an investment adviser on February 19, 2002
and has been registered with the SEC since January 16, 2004. Christopher Somers Moore is the
principal owner of the Adviser. He serves as the Adviser’s President, Chief Compliance Officer and Chief
Investment Officer, and he owns more than 75% of the Adviser.
Description of Advisory Services (including any specializations)
The Adviser provides investment advisory services and investment consulting services to high net worth
individuals (including, but not limited to, Individual Retirement Accounts), foundations, trusts, estates,
institutions (the “Accounts”) and two pooled investment vehicles: First Neck Self-Storage Fund, LP and
First Neck Self-Storage
Feeder Ltd. (each a “Fund” and collectively, the “Funds”).
Availability of Tailored Services for Individual Clients
With respect to the Accounts, the advisory services are personalized and are designed to accommodate
each client's individual investment objectives and longer-term goals. Clients may impose restrictions on
investing in certain securities or certain types of securities.
With respect to the Funds, the advisory services provided by the Adviser are tailored to the investment
objectives stated in each Fund’s offering memorandum.
Wrap Fee Programs
The Adviser does not participate in any wrap fee programs.
Client Assets Under Management
As of December 31, 2023, the Adviser had approximately $1,528,310,009 regulatory assets under
management. As of that date, the Adviser managed $1,502,518,226 on a discretionary basis and
$25,791,783 on a non-discretionary basis.