Morgan Rio Capital Management, Llc
- Regulatory AUM
- $339M
- Discretionary
- $339M
- Clients
- 9
- Avg AUM / client
- $37.6M
- Accounts
- 11
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 9 | $290M | 85.7% |
| Corporations and other businesses | Fewer than 5 clients | $48.5M | 14.3% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $338M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Morgan Rio Investments, Lp master | Hedge Fund | Cayman Islands | $136M | 3 |
| Morgan Rio Private Fund, Lp master | Private Equity Fund | Cayman Islands | $85.7M | 12 |
| Morgan Rio Private Fund Ii, Lp master | Private Equity Fund | Cayman Islands | $56.3M | 13 |
| Mrio Coinvest Partners I, Llc | Private Equity Fund | Delaware | $31.1M | 10 |
| Morgan Rio Private Fund Iii, Lp master | Private Equity Fund | Cayman Islands | $28.8M | 9 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Buzali, Jacobo | Managing Member | Sep 2008 (18y) | ≈ 56.25% – 100% via Morgan Rio Holdings, Llc | |
| Segal, Amy, Louise | Chief Operating Officer / Chief Compliance Officer | Feb 2009 (18y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Morgan Rio Holdings, Llc | Sole Member | Sep 2008 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Buzali, Jacobo: 75% – 100% of Morgan Rio Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
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 (5, $338M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Morgan Rio Investments, Lp | Hedge Fund | $136M | $1.0M | 3 |
| Morgan Rio Private Fund, Lp | Private Equity Fund | $85.7M | $5.0M | 12 |
| Morgan Rio Private Fund Ii, Lp | Private Equity Fund | $56.3M | $5.0M | 13 |
| Mrio Coinvest Partners I, Llc | Private Equity Fund | $31.1M | $5.0M | 10 |
| Morgan Rio Private Fund Iii, Lp | Private Equity Fund | $28.8M | $5.0M | 9 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 2.33 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
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗