Mori Huston Partners Llc
- Regulatory AUM
- $242M
- Discretionary
- $147M
- Clients
- 72
- Avg AUM / client
- $3.4M
- Accounts
- 72
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Jul 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1 | $364K | 0.15% |
| High net worth individuals | 68 | $210M | 87.0% |
| Pooled investment vehicles (non-investment companies) | 1 | $26.0M | 10.7% |
| Pension and profit sharing plans | 1 | $3.6M | 1.48% |
| Corporations and other businesses | 1 | $1.4M | 0.59% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $19.7M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Oceancross Global Bond Ltd. | Other Private Fund | British Virgin Islands | $19.7M | 11 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mary Catherine Mori | Member | Jul 2009 (17y) | 50% – 75% | |
| Robert Mori | Managing Member | CFA | Jul 2009 (17y) | 50% – 75% |
| Hernandez, Maria, Elena | Chief Compliance Officer | Sep 2013 (13y) | Less than 5% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $19.7M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Oceancross Global Bond Ltd. | Other Private Fund | $19.7M | $100K | 11 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/02/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • REFERRAL FEES
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Citigroup Global Markets Inc. $114M (47% of AUM) Jul 2026
- Banco Santander $66.1M (27% of AUM) Jul 2026
- Jefferies Llc $31.0M (13% of AUM) Jul 2026
- Charles Schwab & Co. $27.8M (12% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 02, 2026.
View current Form ADV (SEC/IAPD) ↗