Mozaic, LLC - Investment Advisers

About Mozaic, LLC

Mozaic, LLC is an investment adviser headquartered in Beverly Hills, California, among other investment advisers in California. Founded in 2007, the firm operates as an independent, privately owned business providing outsourced chief investment officer and family office services to families, foundations, and corporations. The firm manages $3.64 billion in regulatory assets under management with a team of 14 investment professionals. The senior investment team brings over 83 years of combined investment management experience and maintains established relationships with institutional investment firms. Mozaic advises clients on alternative investments and institutional-grade strategies, providing access to investment opportunities and approaches not commonly available to individual investors.

Key Facts

Assets Under Management

$3.64B

Employees

14

SEC File Number

801-68951