MONEDA USA, INC.
CRD #157833 SEC #801-74113 NEW YORK, NY +12125840585
SEC Registered Private Funds
Total AUM
$635.8M
Discretionary
$635.8M
Employees
4
Clients
--
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $635.8M | $635.8M | $0 | 4 | 0 |
| Jul 2025 | $635.8M | $635.8M | $0 | 4 | 0 |
| May 2025 | $635.8M | $635.8M | $0 | 4 | 0 |
| Mar 2025 | $635.8M | $635.8M | $0 | 4 | 0 |
| May 2024 | $528.2M | $528.2M | $0 | 4 | 0 |
| Mar 2024 | $528.2M | $528.2M | $0 | 4 | 0 |
| Mar 2024 | $528.2M | $528.2M | $0 | 4 | 0 |
| Mar 2023 | $316.6M | $316.6M | $0 | 5 | 0 |
| Jan 2023 | $1.5B | $1.5B | $0 | 9 | 0 |
| Nov 2022 | $1.5B | $1.5B | $0 | 9 | 0 |
| Mar 2022 | $1.5B | $1.5B | $0 | 9 | 0 |
| May 2021 | $1.6B | $1.6B | $0 | 6 | 0 |
| Mar 2021 | $1.5B | $1.5B | $0 | 6 | 0 |
| Mar 2020 | $559.2M | $559.2M | $0 | 6 | 0 |
| Apr 2019 | $672.9M | $672.9M | $0 | 4 | 0 |
| Mar 2019 | $427.8M | $427.8M | $0 | 4 | 0 |
| Nov 2018 | $714.8M | $714.8M | $0 | 2 | 0 |
| Aug 2018 | $714.8M | $714.8M | $0 | 2 | 0 |
| Mar 2018 | $714.8M | $714.8M | $0 | 2 | 0 |
| Jun 2017 | $447.3M | $447.3M | $0 | 3 | 1 |
| Mar 2017 | $404.5M | $404.5M | $0 | 3 | 1 |
| Sep 2016 | $298.9M | $298.9M | $0 | 3 | 1 |
| Aug 2016 | $298.9M | $298.9M | $0 | 3 | 1 |
| Mar 2016 | $298.9M | $298.9M | $0 | 3 | 1 |
| Mar 2015 | $341.5M | $341.5M | $0 | 3 | 1 |
| Apr 2014 | $485.5M | $485.5M | $0 | 4 | 1 |
| Jun 2013 | $749.2M | $749.2M | $0 | 4 | 1 |
| Mar 2013 | $749.2M | $749.2M | $0 | 4 | 1 |
| Dec 2012 | $736.1M | $736.1M | $0 | 4 | 1 |
| Apr 2012 | $708M | $708M | $0 | -- | 1 |
| Feb 2012 | $636M | $636M | $0 | -- | 1 |
DateSep 2025
Total AUM$635.8M
Discretionary$635.8M
Non-Disc.$0
Employees4
Clients0
DateJul 2025
Total AUM$635.8M
Discretionary$635.8M
Non-Disc.$0
Employees4
Clients0
DateMay 2025
Total AUM$635.8M
Discretionary$635.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$635.8M
Discretionary$635.8M
Non-Disc.$0
Employees4
Clients0
DateMay 2024
Total AUM$528.2M
Discretionary$528.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$528.2M
Discretionary$528.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$528.2M
Discretionary$528.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$316.6M
Discretionary$316.6M
Non-Disc.$0
Employees5
Clients0
DateJan 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees9
Clients0
DateNov 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees9
Clients0
DateMay 2021
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$559.2M
Discretionary$559.2M
Non-Disc.$0
Employees6
Clients0
DateApr 2019
Total AUM$672.9M
Discretionary$672.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$427.8M
Discretionary$427.8M
Non-Disc.$0
Employees4
Clients0
DateNov 2018
Total AUM$714.8M
Discretionary$714.8M
Non-Disc.$0
Employees2
Clients0
DateAug 2018
Total AUM$714.8M
Discretionary$714.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$714.8M
Discretionary$714.8M
Non-Disc.$0
Employees2
Clients0
DateJun 2017
Total AUM$447.3M
Discretionary$447.3M
Non-Disc.$0
Employees3
Clients1
DateMar 2017
Total AUM$404.5M
Discretionary$404.5M
Non-Disc.$0
Employees3
Clients1
DateSep 2016
Total AUM$298.9M
Discretionary$298.9M
Non-Disc.$0
Employees3
Clients1
DateAug 2016
Total AUM$298.9M
Discretionary$298.9M
Non-Disc.$0
Employees3
Clients1
DateMar 2016
Total AUM$298.9M
Discretionary$298.9M
Non-Disc.$0
Employees3
Clients1
DateMar 2015
Total AUM$341.5M
Discretionary$341.5M
Non-Disc.$0
Employees3
Clients1
DateApr 2014
Total AUM$485.5M
Discretionary$485.5M
Non-Disc.$0
Employees4
Clients1
DateJun 2013
Total AUM$749.2M
Discretionary$749.2M
Non-Disc.$0
Employees4
Clients1
DateMar 2013
Total AUM$749.2M
Discretionary$749.2M
Non-Disc.$0
Employees4
Clients1
DateDec 2012
Total AUM$736.1M
Discretionary$736.1M
Non-Disc.$0
Employees4
Clients1
DateApr 2012
Total AUM$708M
Discretionary$708M
Non-Disc.$0
Employees--
Clients1
DateFeb 2012
Total AUM$636M
Discretionary$636M
Non-Disc.$0
Employees--
Clients1