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Jeffery John Mora

MAKENA CAPITAL MANAGEMENT, LLC·MENLO PARK, California
Unclaimed Profile
2755 SAND HILL ROAD, MENLO PARK, CA 94025CRD# 5909293Firm CRD# 156855
01

About

Jeffery John Mora is a registered financial advisor based in MENLO PARK, California, affiliated with MAKENA CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
MAKENA CAPITAL MANAGEMENT, LLC
MAKENA CAPITAL MANAGEMENT, LLC
AUM
$23.4B
Regulatory assets under management
Employees
85
Total firm employees
View all advisors at MAKENA CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: CARRIED INTEREST
Regulatory
SEC/IARD CRD# 5909293
Firm CRD# 156855
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffery John Mora offer?
Jeffery John Mora specializes in Retirement Planning, Wealth Management. Contact their office in MENLO PARK, California for a consultation.
What are Jeffery John Mora's credentials?
Jeffery John Mora is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffery John Mora located?
Jeffery John Mora is based in MENLO PARK, California, working with MAKENA CAPITAL MANAGEMENT, LLC. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.
How does Jeffery John Mora charge for services?
Jeffery John Mora's firm is compensated through percentage of aum, performance-based fees, other: carried interest. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MAKENA CAPITAL MANAGEMENT, LLC?
MAKENA CAPITAL MANAGEMENT, LLC has approximately 85 employees and manages $23.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MENLO PARK
Rhona Thompson — SIGNIA MANAGEMENT COMPANY, LLCMark Greenstein — DRAPER FISHER JURVETSON MANAGEMENT, LLCDonald F Wood — DFJ MANAGEMENT, LLCWarren Packard — DRAPER FISHER JURVETSON MANAGEMENT, LLCSarah Elizabeth Rogers — GLYNN CAPITAL MANAGEMENT, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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