Moss Bay Capital

Moss Bay Capital is a small, independent registered investment adviser that provides discretionary portfolio management to individuals, certain corporate/business clients, and accredited/qualified investors through both separately managed accounts and a privately offered pooled investment vehicle. The firm reports approximately $8.8 million in assets under management, with the majority of those assets held in its pooled vehicle.

The firm’s investment approach is a long-only, concentrated equity strategy that combines fundamental and quantitative analysis to identify undervalued securities, typically holding a compact portfolio (generally 15–25 names) with a multi-year time horizon and relatively low turnover. Risk management is integrated via position-level limits and ongoing monitoring, and portfolios may include a range of marketable securities consistent with client objectives.

Noteworthy distinctions from many solo independent advisers include serving as the sponsor and investment manager of a private fund and providing portfolio management to that pooled vehicle, with a performance-linked allocation structure that incorporates investor protections such as high‑water‑mark and loss‑recovery mechanics and structured redemption windows as set out in the fund documents. The firm also discloses that its sole adviser maintains a separate full‑time outside business and spends a material portion of time on that activity, a disclosed operational factor that may affect availability during market trading hours.