Moran Tice Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$55,700,000
Total clients
47
100% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
24
Average account size
$1,185,106
About
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 operates with a small advisory team and maintains both fund‑level and account‑level client relationships.
The firm pursues an absolute‑return, low‑correlation investment approach that emphasizes precious‑metals equity exposure alongside long and short equity positions, and it employs derivatives, margin and other trading tools as part of portfolio implementation. Investment decisions for the pooled vehicles are made by the firm as general partner, while separately managed accounts are managed on a discretionary basis and are not subject to the funds’ performance allocation arrangements.
What is distinctive about the firm is that it both sponsors and serves as investment manager to private pooled funds and manages pooled vehicles directly—an arrangement that is uncommon among peers of this size—and it uses performance‑based allocations at the fund level. The firm combines those private fund activities with separately managed account services under a two‑advisor structure and focuses on accredited/qualified investors rather than serving non‑high‑net‑worth retail clients.
Client services
Fee options
$0 - $250,000: 1.5% annually (0.125% monthly) $250,001+: 1.0% annually (0.0833% monthly)
15% performance allocation on net capital appreciation above 15% annual hurdle rate with high water mark, for the Funds only; no performance fees for separately managed accounts
Account minimum: $200,000 for Funds initial capital contribution; $50,000 minimum for separately managed accounts (may be reduced at IM's discretion) Fee-only: Advisory fee based on AUM; no commissions or performance fees for separately managed accounts
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.
Main office location
Moran Tice Capital Management LLC
Highlands NC, United States
Number of offices
1
Forms ADV
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