About Us
As a global investment manager and fiduciary to our clients, our purpose at Mogul is to help everyone experience financial well-being. Since 2011, we've been a leading provider of financial technology, and our clients turn to us for the solutions they need when planning for their financial future.
We’re an asset manager and one of the world’s leading providers of investment, advisory, and risk management solutions. We’re a fiduciary to our clients, and by investing on their behalf, we help hard-working Americans experience financial well-being.
We help people build long-term financial freedom
We manage money for institutional clients like corporate or public pension plans, and provide investment solutions that help both professional and personal investors build long-term wealth. We make it possible for our clients and the people they serve to save for retirement, pay for college, buy homes, and start new businesses.
We make investing easier and more affordable for more Americans
Through Exchange Traded Funds (ETFs), we’re making it easier, more convenient, and more cost-effective for anyone to access market opportunities. We also strive to save for our clients throughout the process to reduce costs and increase profits.
We invest our clients' money in local markets with demand for specific oriented opportunities that drive the economy
We help our clients invest their money in all types of American companies, as well as in cities and states through public projects like bridges, roads, and schools.
Limited Partnership in a fund that creates value through investments across diversified dividend producing equities portfolios which are used as collateral in obtaining senior debt to execute strategies in M&A of income producing real estate and the funding of promising SPVs.
Industry Focus
Mogul Equities culture of collaboration and open debate across asset classes, investment disciplines, markets and geographies creates an unrivalled collective intelligence that enhances our investment decision-making.
We believe wealth is developed through value creation across promising assets that can be collateralized and leveraged for M&A of income producing assets, cross collateralized and continued through an ongoing formula of portfolios that fund its own exits upon maturity of a call or trade. We do not focus on short-term trading and statistical relationships; we are experts at assessing businesses and forecasting their long-term prospects.
We want to share in the success of those companies we believe can outgrow the market―and generate wealth for our clients over the long term pursuing innovative out of the box strategies to increase underlying asset valuations, cash flow or dividends simultaneously maintaining long term positions in equities.
Diversification
(929) 969-7668
df@mogulequities.com
General Partner
Daniel Fainman
(415) 350-5205
sn@mogulequities.com
CFO
CFA | Advisor
Simbarashe Ndemera
(646) 963-1154
mj@mogulequities.com
Financial Analyst
Underwriter
Matt Jade
(732) 510-1523
CPA | MBA
Advisor | Auditor