LP Profile

Mozaic

Multi Family Office (MFO)Beverly Hills, United StatesFounded 2007
$3.0B
Assets Under Management
Beverly Hills
Headquarters
Investment Focus

About Mozaic

Mozaic, LLC is an independent, privately-owned firm that focuses on wealth management, family office and corporate advisory services. Our clients are high net worth individuals, foundations and corporations.Our wealth management and family office platform provides highly customized and personalized solutions. We specialize in wealth preservation and long-term growth through diversified and risk-controlled investment strategies that are generally only available to institutional investors. Our corporate advisory platform specializes in early-stage growth companies and financial turnaround situations.

Preferred Investment Types

Venture (General)BuyoutFund of Funds

Preferred Sectors & Themes

Travel Accommodations & TourismFinancial ServicesBusiness ServicesConcierge Services High-Level SectorsTourism & Hospitality

Preferred Geographies

North America
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Mozaic from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$3.6B
Total Clients
93
Filing Date
March 24, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Mozaic across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Mozaic?

Mozaic is a multi family office (mfo) based in Beverly Hills, United States, managing approximately $3.0B in assets.

Where is Mozaic headquartered?

Mozaic is headquartered in Beverly Hills, United States.

How much does Mozaic manage?

Mozaic manages approximately $3.0B in assets under management.

When was Mozaic founded?

Mozaic was founded in 2007.

What does Mozaic invest in?

Mozaic focuses on Venture (General), Buyout, Fund of Funds, Travel Accommodations & Tourism, Financial Services, Business Services, Concierge Services High-Level Sectors, Tourism & Hospitality.

How can I contact Mozaic?

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