Harrison, NY Office

Mora Capital Management provides investment management and family-wealth advisory services to both institutional and non‑institutional clients, including high net worth individuals. The firm delivers customized discretionary portfolios as well as non‑discretionary consulting and wealth services, and reported approximately $663 million in discretionary assets and $1.24 billion in non‑discretionary assets as of December 31, 2025 (firm-wide AUM and staffing details are disclosed elsewhere).

The adviser follows an open‑architecture investment process that combines fundamental and technical analysis, third‑party manager selection, and use of structured products and customized index solutions as appropriate to client objectives. It offers both discretionary management and non‑discretionary consulting, and may implement performance‑based compensation arrangements and sub‑advisory relationships for pooled vehicles under individualized agreements.

The firm’s structure and relationships distinguish it from many peers: it is majority‑owned by MoraBanc, an Andorran private banking institution, and operates with affiliated entities including an in‑house broker‑dealer and a lending affiliate that can affect custody, product distribution, and revenue flows. Mora’s client and operational profile is also atypical for its peer group in having a larger non‑discretionary asset base than discretionary, routinely working with pooled or fund structures and performance‑fee arrangements, and executing a substantial portion of business through affiliated broker‑dealer and clearing relationships noted in its disclosures.