About Moelis Asset Management
Moelis Asset Management is a Financial Services company. Asset management services involving loans, funds, and equity investments. Moelis Asset Management has completed 8 acquisitions, including CyberCore Technologies, Flightstar and Insurance Technology. Moelis Asset Management offers products and services including Asset Management Services and Venture Capital Services. Its focus areas include Finance, Venture Capital, Direct Lending and Hedge Funds and Co-Invests.
Company details
Moelis Asset Management is identified as an entity that oversees approximately 7.9 billion in assets under management, with involvement in strategies such as broadly syndicated loans, direct lending, hedge funds, co-invests, private equity, and venture capital. It is affiliated with Moelis Company, a global investment banking firm, and both are controlled by the same shareholder. The firm is noted for retaining ownership of its subsidiaries post the initial public offering of related advisory businesses, while operating as a separate legal entity that is not registered with regulatory authorities. Its operations are supported by 52 investment and operational professionals, focusing on partnerships and innovation in financial services.
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Legal Name Moelis Asset Management
- Investments & AcquisitionsCyberCore Technologies
& 7 more
Products & Services of Moelis Asset Management
Moelis Asset Management offers a comprehensive portfolio of products and services, including Asset Management Services and Venture Capital Services.
Investment strategies such as broadly syndicated loans and direct lending are provided through asset management services
Venture capital and private equity options are offered as part of the financial services portfolio
People of Moelis Asset Management
45 people are tracked at Moelis Asset Management (27 in leadership, 18 in team).
| Name | Role | Group |
|---|---|---|
James Colletti | Assistant Vice President | Leadership |
Dan Pogue | Vice President | Leadership |
Stephanie Bick | Assistant Vice President | Leadership |
Ryan Morgan | Managing Director | Leadership |
Steve Papalas | Managing Director | Leadership |
Sam Konz | Chief Financial Officer | Leadership |
Matt Gerdes | Managing Director | Leadership |
Peter Birk | Vice President | Leadership |
Joe Walker | Managing Director | Leadership |
Dan Krippinger | Director | Leadership |
Doug Applegate | Director & Controller | Leadership |
Elizabeth Ostrander | Chief Operating Officer | Leadership |
Glenn Duffy | Chief Investment Officer | Leadership |
Doug Golan | Director | Leadership |
Eric Felder | CEO | Leadership |
Max Wagenberg | Senior Portfolio Manager And Chief Operating Officer | Leadership |
Leon Revich | Director | Leadership |
Jeremy Goggins | Vice President | Leadership |
Michael Audino | Head Of Workout & Restructuring, Senior Research Analyst | Leadership |
Josh Howie | Managing Director | Leadership |
25 more people are available in the full profile.
Complete people profiles for Moelis Asset Management
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Moelis Asset Management
Moelis Asset Management has strategically engaged in corporate development activities, having acquired 8 companies. Notable acquisitions include CyberCore Technologies, Flightstar and Insurance Technology.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Automation solutions for insurance sales and compliance are provided. | insurancetechnologies.com | Colorado Springs, United States | 1995 | Dec 2014 | •••• | |
Integrated maintenance software for aviation assets is provided. | mxi.com | Linkoping, Sweden | 1996 | May 2012 | •••• | |
Flightstar is recognized as a provider of airframe maintenance, modification, and conversion services for global airlines. | flightstarjax.com | Jacksonville, United States | 2000 | Dec 2011 | •••• | |
Land surveying, civil engineering, and GIS services are provided. | uintahgroup.com | Vernal, United States | 1964 | Jul 2011 | •••• | |
SCM and cybersecurity services are provided to clients. | cybercoretech.com | Baltimore, United States | 2000 | Jul 2011 | •••• | |
Anesthesia management services are provided to healthcare facilities. | napaanesthesia.com | Melville, United States | 1986 | Apr 2011 | •••• | |
Specialty chemicals are manufactured and supplied from Detroit since 2004. | questsc.com | Detroit, United States | 2004 | Mar 2011 | •••• | |
Aerosols, liquid concentrates, powders, and wipes are manufactured. | quest-sc.com | Charleston, United States | 2003 | Mar 2011 | •••• |
Complete acquisition details for Moelis Asset Management
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Moelis Asset Management
8 dated milestones of Moelis Asset Management across 3 years, from founding to its latest funding, stage changes and deals.
- Acquisition Acquires Quest SC.
- Acquisition Acquires Sherwin-Williams.
- Acquisition Acquires NAPA Anesthesia.
- Acquisition Acquires CyberCore Technologies.
- Acquisition Acquires Uintah Engineering & Land Surveying.
- Acquisition Acquires Flightstar.
- Acquisition Acquires Mxi Technologies.
- Acquisition Acquires Insurance Technology.
Web traffic of Moelis Asset Management
Websites that share an audience with Moelis Asset Management (moelisassetmanagement.com).
Websites whose visitors overlap most with Moelis Asset Management. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| monroecap.com | 82% | 16.3K | #1,642,066 | View details | |
| moelis.com | 76% | 87.8K | #455,987 | View details |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Frequently Asked Questions about Moelis Asset Management
Moelis Asset Management is identified as an entity that oversees approximately 7.9 billion in assets under management, with involvement in strategies such as broadly syndicated loans, direct lending, hedge funds, co-invests, private equity, and venture capital. It is affiliated with Moelis Company, a global investment banking firm, and both are controlled by the same shareholder. The firm is noted for retaining ownership of its subsidiaries post the initial public offering of related advisory businesses, while operating as a separate legal entity that is not registered with regulatory authorities. Its operations are supported by 52 investment and operational professionals, focusing on partnerships and innovation in financial services.
Moelis Asset Management offers Asset Management Services and Venture Capital Services.
Moelis Asset Management has made 8 acquisitions, including CyberCore Technologies, Flightstar, and Insurance Technology.
Moelis Asset Management operates through Moelis Asset Management.