Moelis & Company
Moelis & Company is classed by the SEC under Investment Advice (industry code 6282), based in New York, NY. Its filings are on EDGAR under CIK 1596967; the figures the desk reads are not on file yet.
vs its business-model standard
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a asset management business: prior from its industry code (SEC 6282, Investment Advice); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 5.4 out of ten, 3 of 9 metrics filed and 6 estimated: past 4.7 out of ten, present 5.2 out of ten, future 6.2 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
- Surviving crises (past): 7.2 out of ten. No warning events in its filings since 2017. 72nd percentile among 48 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Track record (past): 4.8 out of ten. CrossAssetData estimate 4.8/10, confidence 20 of 100 (family median). 50th percentile among 43 sector filers. A CrossAssetData estimate, not a filed reading: family median, confidence 20 of 100; its next annual report on file with the inputs replaces this estimate with the filed reading.
- Shareholder treatment (past): 2.9 out of ten. CrossAssetData estimate 2.9/10, confidence 35 of 100 (one part). 29th percentile among 46 sector filers. A CrossAssetData estimate, not a filed reading: one part, confidence 35 of 100; a filing that carries the missing parts replaces this estimate with the filed reading.
- Financial health (present): 6.8 out of ten. ROE 38%: 38¢ of profit per shareholder dollar. Leverage 61%: owes 61¢ per asset dollar. 68th percentile among 44 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Industry position (present): 5.3 out of ten. CrossAssetData estimate 5.3/10, confidence 20 of 100 (family median). 50th percentile among 42 sector filers. A CrossAssetData estimate, not a filed reading: family median, confidence 20 of 100; its next annual report on file with the inputs replaces this estimate with the filed reading.
- Leadership (present): 4.0 out of ten. bottom 40% of 34 in its family for leadership; chief executive since 2026. 40th percentile among 34 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
- Room to expand (future): 9.0 out of ten. CrossAssetData estimate 9.0/10, confidence 35 of 100 (one part). 90th percentile among 46 sector filers. A CrossAssetData estimate, not a filed reading: one part, confidence 35 of 100; a filing that carries the missing parts replaces this estimate with the filed reading.
- Growth drivers (future): 4.9 out of ten. CrossAssetData estimate 4.9/10, confidence 20 of 100 (family median). 50th percentile among 42 sector filers. A CrossAssetData estimate, not a filed reading: family median, confidence 20 of 100; its next annual report on file with the inputs replaces this estimate with the filed reading.
- Expectations vs reality (future): 4.8 out of ten. CrossAssetData estimate 4.8/10, confidence 20 of 100 (family median). 50th percentile among 40 sector filers. A CrossAssetData estimate, not a filed reading: family median, confidence 20 of 100; its next annual report on file with the inputs replaces this estimate with the filed reading.
The filing record
Newest annual report: Form 10-K filed 2026-02-26 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-07-30 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-07-29 (on EDGAR). Newest filing: Form 4, 2026-09-21. Filings on record since 2014. Read from EDGAR 2026-10-12.
Who runs it
Mahmoodzadegan, Navid (Chief Executive Officer); Cantor, Eric (Vice Chairman, MD); Moelis, Kenneth (Executive Chairman); Raich, Jeffrey (Executive Vice Chairman, MD); Callesano, Christopher (Chief Financial Officer); Pilcher, Ciafone Katherine (Chief Operating Officer); Riehl, Nick (Principal Accounting Officer); Watanabe, Osamu R. (General Counsel, Secretary); Barker, Thorold (director); Mirrer, Louise (director); and 2 more. 12 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.
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