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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MORI HUSTON PARTNERS

MORI HUSTON PARTNERS LLC, CRD 151260

MIAMI, FL

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Search this name across graphsid dfx:ria:aa2f2cdc-923e-6495-0d4d-06ecf69a5cef

Data as of Sep 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 1
Observed: Mar 1, 2012 to Sep 9, 2026
35 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Mori Huston Partners

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.87 fund_share=0.11 institutional_share=0.01 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $242MItem 5.F on the latest filing (2026-09-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $147M
Private client RAUM: $211MderivedItem 5.D individuals plus high net worth individuals
Private client share: 87%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $121Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 72
Individual clients: 1
High net worth clients: 68
Custody, client assets: $26.0M
SEC number: 801-70587
CRD: 151260
Filings on the tape: 35
First filed: Mar 1, 2012
Latest filed: Sep 9, 2026
Organised: Limited Liability Company, FL
Website: morihuston.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ROBERT MORI	Chartered Financial Analyst	MIAMI, FL	15	17	n/a	no
MARY CATHERINE MORI	n/a	MIAMI, FL	15	29	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
OCEANCROSS GLOBAL BOND LTD.	Other Private Fund	$19.7M	May 6, 2024	11	Mar 29, 2019	reported	n/a
OCEANCROSS CAPITAL PARTNERS FUND	Hedge Fund	$5.0M	May 3, 2023	13	Mar 29, 2019	reported	021-329871

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MORI, MARY, CATHERINE	Member	D	yes	07/2009	Mar 1, 2012	May 6, 2024
MORI, ROBERT	MANAGING MEMBER	D	yes	07/2009	Mar 1, 2012	May 6, 2024
HERNANDEZ, MARIA, ELENA	CHIEF COMPLIANCE OFFICER	Na	no	09/2013	Mar 3, 2014	May 6, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 10, 2026	$242M	$147M	3	2	0	1	n/a
2024	Mar 14, 2025	$228M	$138M	3	3	0	1	n/a
2023	Mar 13, 2024	$213M	$126M	3	3	0	1	$19.7M
2022	Mar 30, 2023	$157M	$75.3M	3	3	0	2	$18.2M
2021	Mar 31, 2022	$174M	$87.6M	3	3	0	2	$21.8M
2020	Mar 31, 2021	$166M	$81.3M	3	3	0	2	$25.9M
2019	Mar 16, 2020	$167M	$80.5M	3	3	0	2	$21.5M
2018	Mar 29, 2019	$162M	$64.0M	4	4	0	2	$8.8M
2017	Mar 28, 2018	$156M	$53.7M	3	3	0	n/a	n/a
2016	Mar 29, 2017	$165M	$39.1M	3	3	n/a	n/a	n/a
2015	Mar 30, 2016	$216M	$35.2M	3	3	n/a	n/a	n/a
2014	Feb 27, 2015	$219M	$33.4M	4	4	n/a	n/a	n/a
2013	Mar 3, 2014	$214M	$31.8M	4	4	n/a	n/a	n/a
2012	Mar 4, 2013	$212M	$29.6M	3	3	n/a	n/a	n/a
2011	Mar 1, 2012	$191M	$22.6M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$242M	$228M	6.0%	$157M	15.5%	2	3	0	0

Relationships

Advises (2)

→ OCEANCROSS GLOBAL BOND LTD.Private fundOther Private Fund, IA
Mar 29, 2019 to presentfactForm ADV
→ OCEANCROSS CAPITAL PARTNERS FUNDPrivate fundHedge Fund, IA
Mar 29, 2019 to presentfactForm ADV

Registered with (2)

← MARY CATHERINE MORIAdvisorregistration: current employment
Jan 20, 2011 to presentfactForm ADV
← ROBERT MORIAdvisorregistration: current employment
Nov 10, 2010 to presentfactForm ADV

Controls (2)

← MORI, MARY, CATHERINEOwnerMEMBER, ownership code D, individual
Mar 1, 2012 to May 6, 2024factForm ADV
← MORI, ROBERTOwnerMANAGING MEMBER, ownership code D, individual
Mar 1, 2012 to May 6, 2024factForm ADV

Owns (1)

← HERNANDEZ, MARIA, ELENAOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 3, 2014 to May 6, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:aa2f2cdc-923e-6495-0d4d-06ecf69a5cef
First observed: Mar 1, 2012
Last observed: Sep 9, 2026 11 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MORI HUSTON PARTNERS

MORI HUSTON PARTNERS LLC, CRD 151260

MIAMI, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:aa2f2cdc-923e-6495-0d4d-06ecf69a5cef

Data as of Sep 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:33 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROBERT MORI

Chartered Financial Analyst

MIAMI, FL

n/a

MARY CATHERINE MORI

n/a

MIAMI, FL

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

OCEANCROSS GLOBAL BOND LTD.

Other Private Fund

$19.7M

May 6, 2024

Mar 29, 2019

reported

n/a

OCEANCROSS CAPITAL PARTNERS FUND

Hedge Fund

$5.0M

May 3, 2023

Mar 29, 2019

reported

021-329871

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MORI, MARY, CATHERINE

Member

yes

07/2009

Mar 1, 2012

May 6, 2024

MORI, ROBERT

MANAGING MEMBER

yes

07/2009

Mar 1, 2012

May 6, 2024

HERNANDEZ, MARIA, ELENA

CHIEF COMPLIANCE OFFICER

09/2013

Mar 3, 2014

May 6, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 10, 2026

$242M

$147M

n/a

2024

Mar 14, 2025

$228M

$138M

n/a

2023

Mar 13, 2024

$213M

$126M

$19.7M

2022

Mar 30, 2023

$157M

$75.3M

$18.2M

2021

Mar 31, 2022

$174M

$87.6M

$21.8M

2020

Mar 31, 2021

$166M

$81.3M

$25.9M

2019

Mar 16, 2020

$167M

$80.5M

$21.5M

2018

Mar 29, 2019

$162M

$64.0M

$8.8M

2017

Mar 28, 2018

$156M

$53.7M

n/a

2016

Mar 29, 2017

$165M

$39.1M

n/a

2015

Mar 30, 2016

$216M

$35.2M

n/a

2014

Feb 27, 2015

$219M

$33.4M

n/a

2013

Mar 3, 2014

$214M

$31.8M

n/a

2012

Mar 4, 2013

$212M

$29.6M

n/a

2011

Mar 1, 2012

$191M

$22.6M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$242M

$228M

6.0%

$157M

15.5%