Moran Tice Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$20,600,000
Clients
47
Advisors
3
across 3 offices
About
The firm provides discretionary portfolio management through both private pooled investment vehicles and separately managed accounts, primarily serving accredited, high‑net‑worth and institutional investors rather than non‑accredited retail clients. Services include acting as sponsor and investment manager for private limited‑partnership funds as well as managing individualized accounts for clients who meet eligibility standards.
Investment strategy centers on long/short equity management with a pronounced emphasis on precious‑metals equities as a hedge against traditional stock and bond exposures, and the funds may employ short sales and leverage and invest across a broad set of public and private instruments. The firm executes strategies using research-supported trading, including soft‑dollar arrangements to pay for research and data, and exercises full discretionary authority over the pooled vehicles and accounts it manages.
What is distinctive relative to many peers is that the firm operates as a private fund adviser and fund sponsor while also maintaining separately managed account business — a combination that is uncommon for a firm of this size. It also uses performance‑based profit allocations for its pooled vehicles (with a hurdle/high‑water‑mark feature), allocates certain research costs via commission arrangements shared between limited and general partner accounts, and relies on prime broker/custodian relationships to support fund trading and administration.
Client services
Expertise
Fee options
15% annual performance profit allocation on net capital appreciation above a 15% annual hurdle rate with a high water mark (Funds only)
Account minimum: $50,000 (for separately managed accounts), $200,000 (for Funds initial investment)
Main office
See officeHighlands NC
Advisors at this office
1
Offices (3)
Most active in
California · Georgia · North Carolina
Also doing business as
Flexible Absolute Return Fund Lp · Moran Tice 20:20 Fund Lp · Moran Tice Capital Management LLC · Moran Tice Capital Management, LLC · Tg Moran Capital Management, 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 active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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