Moorgate Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Moorgate Capital Management (round2, LLC) provides discretionary investment management to institutional and high‑net‑worth clients, including trusts, family offices, and other professional investors, and also offers family office and financial planning services in addition to ongoing portfolio oversight. The firm manages client assets through advisory accounts and may oversee allocations to third‑party managers and alternative investments that require accredited or qualified purchaser standards.
The firm follows a research‑intensive, asset‑allocation driven approach that concentrates capital in high‑conviction ideas while using fundamental, technical, quantitative, and qualitative analysis for security selection. Moorgate discloses the use of derivatives and options and may pursue opportunistic or tactical strategies, and it emphasizes risk‑aware implementation and periodic portfolio reviews.
Compared with many peers, Moorgate combines asset‑based advisory fees with separate hourly and fixed‑fee arrangements for family office and planning engagements and has updated its brochure to clarify those billing practices. The firm also emphasizes institutional and professional investor relationships, does not take custody of client assets, and declines proxy‑voting authority, a mix of operational choices that may be relevant when comparing service models.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees typically range from $500 to $5,000 depending on scope and complexity
$0 - $2,000,000: 1% annually $2,000,001+: 0.6% annually
Standard hourly rate of $400 per hour billed in 15-minute increments for family office and financial planning services
Account minimum: $1,000,000 Fee-only: Fee-only basis determined by assets under management; no commissions
Main office
303 Main St, Suite C
Dunedin FL 34698
Advisors at this office
1
Most active in
Florida
Also doing business as
Moorgate Capital Management · Round2, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)