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Mobius Fund

Updated today

Client assets under management

$0

Clients

0

Advisors

1

of 1 employees

Firm type

Independent

1 advisor with up to 2 employees

Clients per advisor

0

Very Low

Average account size

About

Mobius Fund is an investment adviser that provides discretionary, data-driven management for pooled vehicles and institutional investors; as of the brochure date it reported no clients or assets under management. The firm says it will consider a wide range of client types — including banking and thrift institutions, sovereign wealth funds, insurance companies, state and municipal governments, charitable organizations, pension plans, corporations, other advisers, high‑net‑worth and individual investors — but evaluates prospects case‑by‑case and requires clients to maintain brokerage accounts with a qualified custodian (the firm does not accept custody).

The firm’s investment approach centers on a proprietary neural‑network (machine‑learning) model that produces short‑term, largely intraday long and short trades in large‑cap U.S. securities and ETFs, with automated market‑at‑open entries and predetermined limit/stop or market‑at‑close exits. Risk controls described in the brochure include stop/limit brackets on all trades, position‑size adjustments by client risk profile, trade aggregation, and an ongoing cycle of backtesting and forward‑testing for model snapshots.

Noteworthy aspects include the firm’s origins in scientific and technical computing and an explicit focus on in‑house model development and intellectual property ownership, which it presents as the basis for its quantitative research program. Operationally the firm currently executes through an investment adviser account at Interactive Brokers and cites technical limitations that restrict support to that platform, an arrangement that is unusual for a manager that indicates willingness to serve a broad and atypical mix of institutional and nontraditional clients.

Client services

Portfolio management
Quantitative analysis and automated trading

Expertise

Active portfolio management Factor investing / smart beta

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Fee options

Percentage

$0 - $1,100,000: 2.95% annually $1,100,000+: 1.95% annually plus performance-based fees

Performance-based

19.5% of capital gains for Qualified Clients with a 5% hurdle rate and high-water mark, paid quarterly

Other

Account minimum: $100,000

Main office location

Mobius Fund

11152 Westheimer #828

Houston TX 77042, United States

Number of offices

1

Most active in

Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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