# Moonvest

> Moonvest is an SEC-registered investment advisory firm, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated January 12, 2026.

- CRD: 340069
- Filed as: MOONVEST
- Legal name: Moonvest LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: January 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340069
- AdvisorCensus page: https://advisorcensus.com/firm/moonvest-340069

## Quick answers

**How is Moonvest compensated?**
On its Form ADV (Item 5.E, October 2026), Moonvest reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Moonvest registered with the SEC or a state?**
Moonvest is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340069.

**What types of clients does Moonvest serve?**
By number of clients on Form ADV Item 5.D: investment companies (1).

**Does Moonvest report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/340069

**What changed in Moonvest's recent Form ADV filings?**
In the March 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### March 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Moonvest (CRD 340069): Form ADV filing data as of October 2026.