AUMdb

Mosaic Capital Inc.

SEC-registered Private Fund Manager · Boutique (under $100M) CRD 336051 · SEC file 801-134652 · George Town, Grand Cayman · www.msc.xyz
☆ Save with Pro ADV data as of Jul 15, 2026
Regulatory AUM
$75.0M
Discretionary
$75.0M
Clients
1
Avg AUM / client
$75.0M
Accounts
1
Employees
4

AUM over time

$0 $75.1M
Sep 29, 2025 Jul 15, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jul 15, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 1 $75.0M 100.0%

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 07/15/2026 1.21 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 individuals/small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses/institutional clients

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: Jul 15, 2026.

View current Form ADV (SEC/IAPD) ↗