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Moneda USA, Inc.

● SEC registered since 2012CRD 157833SEC# 801-74113New York, NY
Export (members)
Reg. AUM
$694M
Employees
5
Accounts
3
Location
New York, NY

Moneda USA, Inc. assets under management

Moneda USA, Inc. is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2012. It reports $694 million in regulatory assets under management and employs 5 people.

Moneda USA, Inc. owners & executives

6 reported
NameTitleOwnershipSince
Alejandro Raul Olea ControlDirector-Secretary Of The Board/CeoUnder 5%2011
Juan Luis Rivera ControlDirectorUnder 5%2011
Martin Eugenio Cipriani ControlChief Operating Officer Of The Holding CompanyUnder 5%2015
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Frequently asked questions

How much does Moneda USA, Inc. manage?

Moneda USA, Inc. reports $694 million in regulatory assets under management on its Form ADV.

How many employees does Moneda USA, Inc. have?

Moneda USA, Inc. reports 5 employees.

Where is Moneda USA, Inc. located?

Moneda USA, Inc. is based in New York, NY and has been SEC-registered since 2012.

Does Moneda USA, Inc. disclose fund performance?

Moneda USA, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address601 Lexington Avenue, 55th Floor, New York, NY 10022
Phone+12125840585
Fax+12125880289
Office hours8.30a.m. To 5.30p.m.
SEC regionNew York Regional Office (NYRO)
CIK1536362
Discloses disciplinary historyNo

Regulatory AUM

$694M▲ 9%
Mar '25 — $635.8MApr '25 — $635.8MMay '25 — $635.8MJun '25 — $635.8MJul '25 — $635.8MAug '25 — $635.8MSep '25 — $635.8MOct '25 — $635.8MNov '25 — $635.8MDec '25 — $635.8MJan '26 — $635.8MFeb '26 — $635.8MMar '26 — $694MApr '26 — $694MMay '26 — $694MJun '26 — $694M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$694Mregulatory AUM
Discretionary $694M