Moorgate Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
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
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Private / alternative investments
ESG / Sustainable investing
Occupation focus
Founder/Business Owner
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 location
Moorgate Capital Management
303 Main St, Suite C
Dunedin FL 34698, United States
Number of offices
3
Most active in
Moorgate Capital Management has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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
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