Takashi Moriuchi
Founder at Estancia Capital Management
Profile
As a Co-Founder of Estancia, Mr. Moriuchi’s primary focus is sourcing, executing, monitoring and driving growth of Estancia’s portfolio companies as well as firm leadership/strategy and management.
He also is responsible for development of new limited partners, client service and communication with Estancia’s Limited Partners.
He serves on the Board of Managers at Abel Noser, Resolute Investment Advisors, Snowden Lane Partners, North Square Investments, PMA Financial Network, Geneva Capital and R&T Deposit Solutions.
Mr. Moriuchi formerly served on the Board of Managers at Equinoxe Alternative Investment Services prior to its sale to Apex Fund Services.
Prior to co-founding Estancia, Mr. Moriuchi was an Executive Director and Principal at Morgan Stanley & Co. and Lovell Minnick Partners, respectively.
As a senior member of deal teams, he has focused on investing in the financial services sector with an emphasis on Financial Technology, Specialty Finance, Asset and Wealth Management businesses since 1996.
Mr. Moriuchi has sourced, evaluated and structured multiple investment opportunities resulting in significant invested capital and attractive private equity returns.
Notably, Mr. Moriuchi and Mr. Kang were two of the founding Principals starting Lovell Minnick in 1999 along with Messrs.
Lovell and Minnick.
Mr. Moriuchi earned his Bachelor of Arts from University of Pennsylvania.
Takashi Moriuchi active positions
| Companies | Position | Start |
|---|---|---|
Estancia Capital Management
 Estancia Capital Management Investment ManagersFinance Estancia Capital Management LLC (Estancia Capital Management) is a private equity firm founded in 2009 by Michael Mendez and Takashi Moriuchi. The firm is headquartered in Scottsdale, Arizona. | Founder | 31/12/2009 |
Abel/Noser Corp.
 Abel/Noser Corp. Investment Banks/BrokersFinance Abel/Noser Corp. provides trading and trade cost analysis for institutional investors. It products include equity and fixed income transaction cost analysis trade zoom, agency brokerage, commission recapture, transition management and pre-trade analysis trade compass. The company was founded by Stanley S. Abel and Eugene A. Noser, Jr. in 1975 and is headquartered in New York, NY. | Director/Board Member | 30/09/2016 |
Resolute Investment Managers, Inc.
 Resolute Investment Managers, Inc. Investment ManagersFinance Resolute Investment Managers, Inc. engages in the provision of investment management services. It offers a suite of operational and administrative services including distribution and marketing, finance and accounting, general corporate, disaster recovery and desktop support, and human resources and benefits administration. The company was founded in November 1986 and is headquartered in Irving, TX. | Director/Board Member | - |
Snowden Capital Advisors LLC
 Snowden Capital Advisors LLC Investment ManagersFinance Snowden Capital Advisors LLC (SCA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Robert J. Mooney in 2011. SCA provides fee-based discretionary and non-discretionary investment advice, consulting, and related wealth advisory services that are targeted primarily at high-net-worth clients, which includes family offices, individuals (and their investment vehicles), companies, foundations, governmental agencies, pension plans, and endowments, through experienced investment advisors and pension consultants. | Director/Board Member | 30/11/2013 |
North Square Investments LLC
 North Square Investments LLC Financial ConglomeratesFinance North Square Investments LLC engages in the provision of investment services. It offers multi-boutique asset management platform. The company was founded by Mark Goodwin in July 2018 and is headquartered in Chicago, IL. | Director/Board Member | 30/06/2018 |
PMA Financial Network LLC
 PMA Financial Network LLC Investment ManagersFinance PMA Financial Network LLC engages in the provision of public funds management services. It offers self-directed investments, public finance, investment advisory services and pool services, and funding solutions. The company was founded in 1984 and is headquartered in Naperville, IL. | Director/Board Member | 31/03/2019 |
Reich & Tang Deposit Networks LLC
 Reich & Tang Deposit Networks LLC Regional BanksFinance Reich & Tang Deposit Networks LLC offers deposit and liquidity solutions to financial intermediaries. The company is based in New York, NY and has subsidiaries in the United States. The company was founded in 1974. The CEO is Joseph J. Jerkovich. | Director/Board Member | 31/12/2021 |
InvestorCom, Inc.
 InvestorCom, Inc. Packaged SoftwareTechnology Services InvestorCom, Inc. provides solutions and services for communication and disclosure needs of financial service industry. It offers suite of solutions for investor communications, regulatory and compliance, workflow solution and customer communication management solutions. The firm?s services include technology, production, data and analytics. The company was founded by David Reevs and Anthony A. Boright in 1992 and is headquartered in Toronto, Canada. | Director/Board Member | 31/10/2022 |
American Beacon Advisors, Inc.
 American Beacon Advisors, Inc. Investment ManagersFinance American Beacon Advisors, Inc. (American Beacon) is a SEC-registered investment advisor headquartered in Irving, Texas. The firm was founded in 1986 and is a wholly owned subsidiary of Resolute Investment Managers, Inc. American Beacon provides investment advisory services to investment companies (the Beacon Funds), corporate employee benefit plans, collective investment trusts, private equity funds-of-funds, corporations and governmental entities. | Director/Board Member | 31/03/2015 |
Former positions of Takashi Moriuchi
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|---|---|---|
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| ░░░░░░ ░░░░░░ ░░░░░░░░░░░ ░░░░ | ░░░░░░░░░ ░░░░░░░░░░░░░░░░░ | - |
| ░░░░░ ░░░░ ░░░░░░░ ░░░░░░░░ ░░░ | ░░░░░░░░░ ░░░░░░░░░░░░░░░░ | - |
Training of Takashi Moriuchi
| University of Pennsylvania | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| MORGAN STANLEY | Finance |
| Private companies | 13 |
|---|---|
Cedar Hill Capital Partners LLC
 Cedar Hill Capital Partners LLC Investment ManagersFinance Founded in 2004, Cedar Hill Capital Partners LLC is a hedge fund manager located in New York City. The firm provides discretionary investment advisory services to private investment funds. | Finance |
Estancia Capital Management
Estancia Capital Management Investment ManagersFinance Estancia Capital Management LLC (Estancia Capital Management) is a private equity firm founded in 2009 by Michael Mendez and Takashi Moriuchi. The firm is headquartered in Scottsdale, Arizona. | Finance |
Lovell Minnick Partners LLC
 Lovell Minnick Partners LLC Investment ManagersFinance Lovell Minnick Partners LLC (Lovell Minnick Partners) is a private equity subsidiary of Lovell Minnick Holdings LLC founded in 1999 by Jeff Dale Lovell and Jim Edward Minnick. The firm is headquartered in Radnor, Philadelphia. | Finance |
| Putnam Lovell Securities, Inc. | Finance |
Abel/Noser Corp.
Abel/Noser Corp. Investment Banks/BrokersFinance Abel/Noser Corp. provides trading and trade cost analysis for institutional investors. It products include equity and fixed income transaction cost analysis trade zoom, agency brokerage, commission recapture, transition management and pre-trade analysis trade compass. The company was founded by Stanley S. Abel and Eugene A. Noser, Jr. in 1975 and is headquartered in New York, NY. | Finance |
Resolute Investment Managers, Inc.
Resolute Investment Managers, Inc. Investment ManagersFinance Resolute Investment Managers, Inc. engages in the provision of investment management services. It offers a suite of operational and administrative services including distribution and marketing, finance and accounting, general corporate, disaster recovery and desktop support, and human resources and benefits administration. The company was founded in November 1986 and is headquartered in Irving, TX. | Finance |
Snowden Capital Advisors LLC
Snowden Capital Advisors LLC Investment ManagersFinance Snowden Capital Advisors LLC (SCA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Robert J. Mooney in 2011. SCA provides fee-based discretionary and non-discretionary investment advice, consulting, and related wealth advisory services that are targeted primarily at high-net-worth clients, which includes family offices, individuals (and their investment vehicles), companies, foundations, governmental agencies, pension plans, and endowments, through experienced investment advisors and pension consultants. | Finance |
North Square Investments LLC
North Square Investments LLC Financial ConglomeratesFinance North Square Investments LLC engages in the provision of investment services. It offers multi-boutique asset management platform. The company was founded by Mark Goodwin in July 2018 and is headquartered in Chicago, IL. | Finance |
PMA Financial Network LLC
PMA Financial Network LLC Investment ManagersFinance PMA Financial Network LLC engages in the provision of public funds management services. It offers self-directed investments, public finance, investment advisory services and pool services, and funding solutions. The company was founded in 1984 and is headquartered in Naperville, IL. | Finance |
Reich & Tang Deposit Networks LLC
Reich & Tang Deposit Networks LLC Regional BanksFinance Reich & Tang Deposit Networks LLC offers deposit and liquidity solutions to financial intermediaries. The company is based in New York, NY and has subsidiaries in the United States. The company was founded in 1974. The CEO is Joseph J. Jerkovich. | Finance |
Equinoxe Alternative Investment Services (Bermuda) Ltd.
 Equinoxe Alternative Investment Services (Bermuda) Ltd. Investment ManagersFinance Equinoxe Alternative Investment Services (Bermuda) Ltd. operates as a alternative investment advisor. It provides fund administration and back office services to single manager hedge fund of hedge funds and individual managed accounts. The firm services includes start-up and transition of funds, NAV calculation, shareholder, audit coordination, liaison, management company, tax preparation, regulatory reporting and AIFMD. The company was founded in 2007 and is headquartered in Hamilton, Bermuda. | Finance |
InvestorCom, Inc.
InvestorCom, Inc. Packaged SoftwareTechnology Services InvestorCom, Inc. provides solutions and services for communication and disclosure needs of financial service industry. It offers suite of solutions for investor communications, regulatory and compliance, workflow solution and customer communication management solutions. The firm?s services include technology, production, data and analytics. The company was founded by David Reevs and Anthony A. Boright in 1992 and is headquartered in Toronto, Canada. | Technology Services |
American Beacon Advisors, Inc.
American Beacon Advisors, Inc. Investment ManagersFinance American Beacon Advisors, Inc. (American Beacon) is a SEC-registered investment advisor headquartered in Irving, Texas. The firm was founded in 1986 and is a wholly owned subsidiary of Resolute Investment Managers, Inc. American Beacon provides investment advisory services to investment companies (the Beacon Funds), corporate employee benefit plans, collective investment trusts, private equity funds-of-funds, corporations and governmental entities. | Finance |
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