A complete list of active advisors currently associated with Mooring Bay Capital Management

Warmer can help you find a great advisor at Mooring Bay Capital Management or one who fits your needs even better.

Mooring Bay Capital Management provides discretionary investment management, portfolio analysis, and financial planning to high-net-worth individuals, estates, corporations, pension/retirement plans, and endowments. Services are delivered primarily through separately managed accounts held at Charles Schwab, with portfolio analysis and financial planning also available on a flat-fee or hourly basis. The firm concentrates on fixed income with a specialty in municipal and infrastructure debt, investing across investment-grade, below-investment-grade, and non-rated securities and using relative value analysis, fundamental credit review, and technical analysis to construct actively managed portfolios. Investment management is discretionary and tailored to each client’s objectives and restrictions, with periodic reviews and documented implementation plans for any client-imposed limits. Notable features include an explicit focus on serving institutional clients (endowments, corporations, and pension plans) alongside high-net-worth individuals, a service mix that is uncommon among independent advisers and a stated account minimum of $500,000 that reflects its client targeting. The adviser is a recently established practice (advisory services since September 2024) managing roughly $8.53 million across five client accounts, reflecting a compact, specialized operation centered on municipal and infrastructure debt.

To learn more about the advisors currently working at Mooring Bay Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Atul Sethi	Dallas, TX	8

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