The Moorings Group, LLC
● SEC registered since 2005CRD 129403SEC# 801-63917
Reg. AUM
$439.6M
Employees
2
Accounts
165
Location
—
The Moorings Group, LLC assets under management
The Moorings Group, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2005. It reports $439.6 million in regulatory assets under management and employs 2 people.
The Moorings Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Connie Freeman Partridge Control | Partner/Chief Compliance Officer/Coo/Llc Member | 50-75% | 2003 |
| Michele Marie Poirier Control | Partner/Cio/Llc Member | 50-75% | 2003 |
Frequently asked questions
How much does The Moorings Group, LLC manage?
The Moorings Group, LLC reports $439.6 million in regulatory assets under management on its Form ADV.
How many employees does The Moorings Group, LLC have?
The Moorings Group, LLC reports 2 employees.
Does The Moorings Group, LLC disclose fund performance?
The Moorings Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 770-395-3366 |
| Fax | 770-395-3360 |
| Office hours | 8a.m.-4:30p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$439.6M▼ 7%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$439.6Mregulatory AUM
Discretionary $439.6M