LP Profile

Moneco Advisors

Multi Family Office (MFO)Fairfield, United States

$1.5B

Assets Under Management

Fairfield

Headquarters

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Investment Focus

About Moneco Advisors

Moneco Advisors is dedicated to investment management, retirement planning, tax, insurance, legacy planning and wealth management.

Preferred Investment Types

Growth CapitalInvestment FundsJoint Venture/PartnerPrivate EquityVenture Capital

Preferred Sectors & Themes

Debt ManagementEquity/Mutual FundsETFsInvestment ManagementLegal & Tax ServicesRetirement PlanningTrust ManagementWealth & Estate PlanningFinanceFinancial ServicesTraditional Investments (Liquid Assets)

Preferred Geographies

United States

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Moneco Advisors from SEC and IRS filings.

SEC Form ADV

Verified

Reported AUM: $2.3B
Total Clients: 6,443
Filing Date: April 23, 2026

Source: SEC IAPD / Form ADV Original filing Full filing details →

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FAQ

Frequently asked questions

What type of investor is Moneco Advisors?

Moneco Advisors is a multi family office (mfo) based in Fairfield, United States, managing approximately $1.5B in assets.

Where is Moneco Advisors headquartered?

Moneco Advisors is headquartered in Fairfield, United States.

How much does Moneco Advisors manage?

Moneco Advisors manages approximately $1.5B in assets under management.

What does Moneco Advisors invest in?

Moneco Advisors focuses on Growth Capital, Investment Funds, Joint Venture/Partner, Private Equity, Venture Capital, Debt Management, Equity/Mutual Funds, ETFs.

How can I contact Moneco Advisors?

Verified contact details, key decision-makers, and investment preferences for Moneco Advisors are available on LPbacked. Create a free account to access them.