{
  "crd_number": 334830,
  "slug": "mosaic-capital-partners-llc-charlotte-nc-334830",
  "primary_business_name": "MOSAIC CAPITAL PARTNERS LLC",
  "legal_name": "MOSAIC CAPITAL PARTNERS LLC",
  "dbas": [],
  "city": "Charlotte",
  "state": "NC",
  "country": "United States",
  "cbsa_code": "16740",
  "metro": {
    "cbsa_code": "16740",
    "common_name": "Charlotte",
    "msa_name": "Charlotte-Concord-Gastonia, NC-SC",
    "path": "/advisors/nc/charlotte"
  },
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2025-11-20",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://linkedin.com/company/mosaic-capital-partners",
    "https://mosaic-cp.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/334830",
  "city_as_filed": "CHARLOTTE",
  "url": "https://advisorcensus.com/firm/mosaic-capital-partners-llc-charlotte-nc-334830",
  "display_name": "Mosaic Capital Partners LLC",
  "summary": "Mosaic Capital Partners LLC is an exempt reporting adviser in Charlotte, NC, filing reports since 2025. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Mosaic Capital Partners LLC (CRD 334830): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Mosaic Capital Partners LLC located?",
      "a": "Mosaic Capital Partners LLC's principal office is in Charlotte, NC, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "How does Mosaic Capital Partners LLC report to regulators?",
      "a": "Mosaic Capital Partners LLC is an exempt reporting adviser, filing reports since 2025. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 334830."
    },
    {
      "q": "Does Mosaic Capital Partners LLC report any disciplinary disclosures?",
      "a": "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/334830"
    },
    {
      "q": "What changed in Mosaic Capital Partners LLC's recent Form ADV filings?",
      "a": "In the December 2025 filing data: Began filing reports as an exempt reporting adviser."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Began filing reports as an exempt reporting adviser."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/mosaic-capital-partners-llc-charlotte-nc-334830.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/334830",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}