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The Moorings Group, LLC

● SEC registered since 2005CRD 129403SEC# 801-63917Atlanta, GA
Export (members)
Reg. AUM
$470.3M
Employees
3
Accounts
223
Location
Atlanta, GA

The Moorings Group, LLC assets under management

The Moorings Group, LLC is a registered investment adviser overseen by the SEC based in Atlanta, GA. The firm has been registered since 2005. It reports $470.3 million in regulatory assets under management and employs 3 people.
www.linkedin.com/company/the-moorings-groupView on SEC.gov ↗

The Moorings Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Connie Freeman Partridge ControlPartner/Chief Compliance Officer/Coo/Llc Member50-75%2003
Michele Marie Poirier ControlPartner/Cio/Llc Member50-75%2003

Frequently asked questions

How much does The Moorings Group, LLC manage?

The Moorings Group, LLC reports $470.3 million in regulatory assets under management on its Form ADV.

How many employees does The Moorings Group, LLC have?

The Moorings Group, LLC reports 3 employees.

Where is The Moorings Group, LLC located?

The Moorings Group, LLC is based in Atlanta, GA and has been SEC-registered since 2005.

Does The Moorings Group, LLC disclose fund performance?

The Moorings Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne Premier Plaza, 5605 Glenridge Drive, Suite 1080, Atlanta, GA 30342
Phone770-395-3366
Fax770-395-3360
Office hours8a.m.-4:30p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$470.3M
Non-discretionary$0
Total (RAUM)$470.3M