MOREAU INVESTMENT MANAGEMENT CO

MOREAU INVESTMENT MANAGEMENT CO is an SEC-registered investment adviser (CRD 108574). Regulatory assets under management: $61.8M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 108574
• SEC file number: 801-57296
• Type: Registered investment adviser
• Phone: 860-567-3633
• Latest filing: 2026-04-22
• Regulatory AUM: $61.8M
• Discretionary AUM: $61.8M
• Clients: 2
• Accounts: 47

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 108574 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search