This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-04-2020
- Office Locations
- 1
Office Locations
About Motus Partners LLC
Motus Partners designs concentrated equity portfolios for accredited investors, focused on a small set of businesses with competitive advantages across market caps and sectors. The firm does not track benchmarks and emphasizes risk management and letting winners compound. Its distinctive model charges incentive fees tied to performance rather than a fixed AUM-based management fee; founder Jeff Carnevale (CFA, MBA) leads portfolio decisions.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
JEFFREY EAGAN CARNEVALE
Chief Compliance Officer, Managing Member, Owner
- CRD
- #2993008
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,577,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,577,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $3,577,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,124,216,828 | 49.1% |
| Derivatives | $1,165,430,480 | 50.9% |
| Total | $2,289,647,308 | 100.0% |