{
  "crd_number": 112221,
  "slug": "mora-capital-management-llc-miami-fl-112221",
  "primary_business_name": "MORA CAPITAL MANAGEMENT, LLC",
  "legal_name": "MORA CAPITAL MANAGEMENT, LLC",
  "dbas": [],
  "city": "Miami",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2000-06-09",
  "years_registered": 26,
  "period": "2026-10-01",
  "filing_date": "2026-06-03",
  "carried_forward": false,
  "raum_total": 1904670726.0,
  "raum_discretionary": 663225832.0,
  "raum_non_discretionary": 1241444894.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 49,
  "advisory_employees": 29,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 83399348.0,
      "count": 259
    },
    "high_net_worth_individuals": {
      "raum": 1175745144.0,
      "count": 170
    },
    "pooled_investment_vehicles": {
      "raum": 41578869.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 603947365.0,
      "count": 255
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "DE",
    "FL",
    "GA",
    "MA",
    "NH",
    "NJ",
    "NY",
    "PA",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/mora-wealth-management",
    "https://moracm.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/112221",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    }
  ],
  "city_as_filed": "MIAMI",
  "url": "https://advisorcensus.com/firm/mora-capital-management-llc-miami-fl-112221",
  "display_name": "Mora Capital Management, LLC",
  "summary": "Mora Capital Management, LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2000, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 3, 2026.",
  "citation": "AdvisorCensus. Mora Capital Management, LLC (CRD 112221): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Mora Capital Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Mora Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Mora Capital Management, LLC located?",
      "a": "Mora Capital Management, LLC's principal office is in Miami, FL, according to its Form ADV."
    },
    {
      "q": "Is Mora Capital Management, LLC registered with the SEC or a state?",
      "a": "Mora Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 112221."
    },
    {
      "q": "How much does Mora Capital Management, LLC manage?",
      "a": "Mora Capital Management, LLC reports $1,904,670,726 in regulatory assets under management in its Form ADV filing dated June 3, 2026 (35% discretionary)."
    },
    {
      "q": "How have Mora Capital Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Mora Capital Management, LLC: Regulatory assets under management: $2,280,009,590 in the October 2021 data and $1,904,670,726 in the October 2026 data, down 16%. Total employees: 42 in October 2021 and 49 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Mora Capital Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (259); corporations or other businesses not listed above (255); high net worth individuals (170)."
    },
    {
      "q": "Which custodians does Mora Capital Management, LLC use?",
      "a": "Mora Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC and UBS Securities LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Mora Capital Management, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/112221"
    },
    {
      "q": "What changed in Mora Capital Management, LLC's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 2280009590.0,
      "total_employees": 42,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1587159834.0,
      "total_employees": 48,
      "filing_date": "2022-08-02"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1286326863.0,
      "total_employees": 44,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1377857157.0,
      "total_employees": 44,
      "filing_date": "2024-06-11"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1839898461.0,
      "total_employees": 44,
      "filing_date": "2025-04-08"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1904670726.0,
      "total_employees": 49,
      "filing_date": "2026-06-03"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Changed its legal name from Boreal Capital Management LLC to Mora Capital Management, LLC.",
        "Employees performing advisory functions went from 28 to 29.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in CT, DC, IL, KS, MD, ME, MI, MO, NC, SC, VT, WI."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    },
    {
      "name": "UBS Securities LLC",
      "name_as_filed": "UBS SECURITIES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/mora-capital-management-llc-miami-fl-112221.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 259,
      "fewer_than_5": false,
      "raum": 83399348.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 170,
      "fewer_than_5": false,
      "raum": 1175745144.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 41578869.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 255,
      "fewer_than_5": false,
      "raum": 603947365.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/112221",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}