M

Moran Tice Capital Management LLC

Updated today

Client assets under management

$20,600,000

Clients

47

100% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

24

Low

Average account size

$438,298

About

The firm provides discretionary investment management to private pooled investment vehicles and separately managed accounts, serving primarily high‑net‑worth individuals, institutions, trusts and tax‑exempt organizations. It manages roughly $55.7 million in client assets, split between its private partnership funds and separately managed accounts, and does not serve retail, non‑high‑net‑worth individual clients.

Portfolio management is delivered on a discretionary basis across both pooled vehicles and accounts, with an investment emphasis on precious metals equities as a hedge and strategies that include long and short equity positions, options, margin and the potential use of leverage. The firm seeks absolute, low‑correlation returns and implements its fund strategies through its role as the funds’ general partner and investment manager.

Noteworthy for its peer group, the firm acts as a private fund sponsor and adviser—running Delaware limited partnership funds in addition to separately managed accounts—which is uncommon among similarly supported firms. It also charges performance‑based allocations at the fund level (subject to a hurdle rate and high‑water mark) while separately managed accounts are not assessed performance fees, and its small team size concentrates portfolio decision‑making with the firm’s principals.

Client services

Portfolio management

Expertise

Passive / index investing Active portfolio management Concentrated stock management

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Fee options

Percentage

$0 - $250,000: 1.5% annually (0.125% monthly) $250,001+: 1.0% annually (0.0833% monthly)

Performance-based

15% performance allocation on net capital appreciation above a 15% annual hurdle rate with high water mark, applicable only to the Funds.

Other

Account minimum: $50,000 for separately managed accounts; $200,000 initial minimum for the Funds (subject to discretion to accept lesser amounts) Fee-only: Advisory fees charged as percentage of AUM; no commissions accepted.

Main office location

Moran Tice Capital Management LLC

Highlands NC, United States

Number of offices

1

Most active in

Georgia · North Carolina

Disclosures

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

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Thomas M

Series 63, Series 65

Atlanta, GA

Moran Tice Capital Management LLC

Thomas Moran is a financial advisor at Moran Tice Capital Management LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Moran-Tice Capital Management since 2020, following four years at TG Moran Capital Management. Moran Tice Capital Management LLC provides discretionary investment management to private pooled investment vehicles and separately managed accounts, serving high-net-worth individuals, trusts, and institutional investors. The firm employs an absolute-return, low-correlation investment approach with a focus on precious-metals equity and uses derivatives and margin as part of its portfolio implementation.

Passive / index investing Active portfolio management Concentrated stock management
user avatar

David T

Series 63, Series 65

Highlands, NC

Moran Tice Capital Management LLC

David Tice is a financial advisor at Moran Tice Capital Management LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ranger Alternative Management, LP since 2020. He is also the Chief Executive Officer of Tice Capital, LLC, where he provides consulting services on macro themes to investment firms and professionals. Moran Tice Capital Management LLC offers discretionary investment management to high-net-worth individuals, trusts, and institutional investors through private pooled investment vehicles and separately managed accounts. The firm employs an absolute-return, low-correlation investment approach with a focus on precious-metals equity exposure and uses derivatives and margin as part of its portfolio strategy.

Passive / index investing Active portfolio management Concentrated stock management
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