$3.6B Total AUM
$0 Disc. AUM
-- 3Y CAGR
14 Employees
186 ADV. Clients
19 yrs Firm Age
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- Custodian
- Fiduciary Trust · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Capital vital
- Established Date
- 01-01-2007
- Office Locations
- 1
Office Locations
350 South Beverly Drive, Suite 340 Beverly Hills CA
About Mozaic, LLC
MOZAIC, LLC is a Beverly Hills–based investment advisory firm serving retail and institutional clients, focused on asset allocation using ETF-based portfolios alongside cash and municipal bonds, with access to alternative strategies such as hedge funds, private equity, real estate, and venture capital. The firm typically operates on a non-discretionary basis, with custody relationships that include JPMorgan and Fiduciary Trust.
Team overview
-- AVG AGE
$331.3M AVG AUM / ADVISOR
$19.6M AVG AUM / CLIENT
19.4 yrs AVG TENURE
14 Employees
11 Advisory Reps
0 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Eagle optima Unison Oak foundation Momentum matrix Crest prime Summit
Client Personas
Wave vertex
Custodian
Delta peak
Investment Themes
Catalyst
Investment Vehicles
Alpha
Services
Harbor
Technology
Harbor
Owner & Executives
CHRISTOPHER JOHN ZYDA
Chief Compliance Officer, Managing Member
- CRD
- --
- Ownership
- 75% or more
(442) 730-1261
horizon.zenith@elementcapital.com
in linkedin.com/in/harbor-peak
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,644,339,186 | $39,186,443 |
| Total | $3,644,339,186 | $39,186,443 |
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Separately Managed Accounts
Total SMA Asset: $3,644,339,186
Other:
15.5% Equity - Exchange:
23.0% Public Funds:
6.7% Cash:
4.2% Municipal Bonds:
11.9% Equity - OTC:
22.4% Corporate - Investment Grade:
16.3% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $1,171,982,644 | 15.5% |
| Equity - Exchange | $1,739,071,021 | 23.0% |
| Public Funds | $506,598,950 | 6.7% |
| Cash | $317,569,491 | 4.2% |
| Municipal Bonds | $899,780,224 | 11.9% |
| Equity - OTC | $1,693,703,951 | 22.4% |
| Corporate - Investment Grade | $1,232,472,070 | 16.3% |
| Total | $7,561,178,351 | 100.0% |