Mozaic, LLC
● SEC registered since 2008CRD 145777SEC# 801-68951Beverly Hills, CA
Reg. AUM
$3.64B
Employees
14
Accounts
93
Location
Beverly Hills, CA
Mozaic, LLC assets under management
Mozaic, LLC is an investment advisory firm registered with the SEC based in Beverly Hills, CA. The firm has been registered since 2008. It reports $3.6 billion in regulatory assets under management and employs 14 people.
Mozaic, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher John Zyda Control | Managing Member And Chief Compliance Officer | Over 75% | 2007 |
Frequently asked questions
How much does Mozaic, LLC manage?
Mozaic, LLC reports $3.6 billion in regulatory assets under management on its Form ADV.
How many employees does Mozaic, LLC have?
Mozaic, LLC reports 14 employees.
Where is Mozaic, LLC located?
Mozaic, LLC is based in Beverly Hills, CA and has been SEC-registered since 2008.
Does Mozaic, LLC disclose fund performance?
Mozaic, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 350 South Beverly Drive, Suite 340, Beverly Hills, CA 90212 |
| Phone | 310-247-9657 |
| Fax | 310-247-9658 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$3.64B▼ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 16%
Larger than 84% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$3.64Bregulatory AUM
Discretionary $0Non-discretionary $3.64B