# Moffettnathanson

> Moffettnathanson is a state-registered investment advisory firm in New York, NY, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated March 17, 2026.

- CRD: 327787
- Filed as: MOFFETTNATHANSON
- Legal name: Moffettnathanson LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327787
- AdvisorCensus page: https://advisorcensus.com/firm/moffettnathanson-new-york-ny-327787

## Quick answers

**How is Moffettnathanson compensated?**
On its Form ADV (Item 5.E, October 2026), Moffettnathanson reports these compensation arrangements: subscription fees (for a newsletter or periodical); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Moffettnathanson located?**
Moffettnathanson's principal office is in New York, NY, according to its Form ADV.

**Is Moffettnathanson registered with the SEC or a state?**
Moffettnathanson is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 327787.

**What types of clients does Moffettnathanson serve?**
By number of clients on Form ADV Item 5.D: other investment advisers (275); corporations or other businesses not listed above (50).

**Does Moffettnathanson report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/327787

## From the Form ADV filing

### Compensation (Item 5.E)
- Subscription fees (for a newsletter or periodical)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Other investment advisers | 275 | Not reported |
| Corporations or other businesses not listed above | 50 | Not reported |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2023 (2 years)
- Employees: 21 total, 19 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- moffettnathanson.com
- LinkedIn @ moffett-research-llc
- X @MoffettNathanso

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Moffettnathanson (CRD 327787): Form ADV filing data as of October 2026.