$241.6M Total AUM
$146.8M Disc. AUM
15.5% 3Y CAGR
2 Employees
72 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Citibank · Jefferies
- Clients
- Retail and Institutional
- Platforms
- Vertex
- Established Date
- 09-22-2009
- Office Locations
- 1
Office Locations
1450 Brickell Avenue Suite 2160 Miami FL
About Mori Huston Partners
Mori Huston Partners is a Miami-based RIA serving retail and institutional clients, including entrepreneurs. The firm provides asset management and portfolio construction, with portfolios spanning ETFs, mutual funds and fixed income, and experience with alternative investments and private placements. Custody includes Charles Schwab (also Citi/Jefferies).
Team overview
-- AVG AGE
$120.8M AVG AUM / ADVISOR
$3.4M AVG AUM / CLIENT
15.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
16yrs Firm Age
Insights
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Accredited Investors
Momentum
Asset Classes
Timber Peak Optima Peak meridian Pathway
Client Personas
Prime pioneer
Custodian
Beacon summit Eagle Catalyst value Harbor
Investment Themes
Momentum north Summit Vital optima
Investment Vehicles
Wave wave Value
Services
Signal Pioneer wave Beacon Quantum Insight Wave frontier
Technology
Capital
Owner & Executives
M
MARY CATHERINE MORI
Chief Compliance Officer, Partner
- CRD
- #2894153
- Ownership
- 50% but less than 75%
(736) 881-5492
ridge.vital@momentumcapital.com
in linkedin.com/in/pioneer-zenith
R
ROBERT MORI
Managing Member, Partner
- CRD
- #4773053
- Ownership
- 50% but less than 75%
(319) 432-2577
wave.focus@primecapital.com
in linkedin.com/in/legacy-capital
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $146,841,419 | $2,447,357 |
| Non-Discretionary | $94,779,823 | $7,898,319 |
| Total | $241,621,242 | $3,355,851 |
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Separately Managed Accounts
Total SMA Asset: $215,659,219
Cash:
5.7% Equity - Exchange:
14.0% Corporate - Investment Grade:
16.5% Other:
14.5% Public Funds:
19.5% U.S. Government/Agency:
19.5% Corporate - Non-Investment Grade:
10.3% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $64,954,297 | 5.7% |
| Equity - Exchange | $159,536,870 | 14.0% |
| Corporate - Investment Grade | $188,025,597 | 16.5% |
| Other | $165,234,616 | 14.5% |
| Public Funds | $222,212,069 | 19.5% |
| U.S. Government/Agency | $222,212,069 | 19.5% |
| Corporate - Non-Investment Grade | $117,373,556 | 10.3% |
| Total | $1,139,549,074 | 100.0% |