Moelis & Co Strategic Asset Allocation Index
Moelis & Co strategic asset allocation index. Moelis & Co (MC) has a Strategic Asset Allocation Index of 47.0% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $301.48 Million) total $301.48 Million, measured against net assets of $641.56 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Moelis & Co balance sheet independence to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Moelis & Co (2012–2025)
Strategic asset allocation index of Moelis & Co from 2012 to 2025. This chart shows how Moelis & Co's Strategic Asset Allocation Index has evolved across 14 annual periods from 2012 to 2025. As of June 2026, the index stands at 47.0%, representing strategic assets of $301.48 Million against net assets of $641.56 Million USD. Check tangible net worth ratio of Moelis & Co to evaluate the tangible quality of the company's equity base.
Moelis & Co Strategic Asset Allocation Index by Year (2012–2025)
Moelis & Co strategic asset allocation index by year from 2012 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Moelis & Co from 2012 to 2025, covering 14 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see MC market cap.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 99.3% | $675.72 Million | $306.65 Million | $369.07 Million | $680.38 Million | ▲ +9.5 pp |
| 2024 | 89.8% | $430.42 Million | $245.82 Million | $184.60 Million | $479.38 Million | ▼ -33.3 pp |
| 2023 | 123.1% | $446.16 Million | $235.80 Million | $210.36 Million | $362.46 Million | ▲ +19.6 pp |
| 2022 | 103.4% | $474.74 Million | $209.49 Million | $265.25 Million | $458.94 Million | ▲ +36.0 pp |
| 2021 | 67.4% | $322.50 Million | $59.16 Million | $263.34 Million | $478.30 Million | ▲ +8.5 pp |
| 2020 | 58.9% | $261.80 Million | $49.98 Million | $211.83 Million | $444.47 Million | ▲ +1.2 pp |
| 2019 | 57.7% | $227.22 Million | $13.99 Million | $213.23 Million | $393.83 Million | ▲ +37.3 pp |
| 2018 | 20.4% | $76.00 Million | $12.73 Million | $63.27 Million | $371.75 Million | ▲ +0.3 pp |
| 2017 | 20.1% | $69.31 Million | $10.46 Million | $58.85 Million | $344.26 Million | ▲ +8.5 pp |
| 2016 | 11.6% | $29.27 Million | $8.40 Million | $20.87 Million | $251.44 Million | ▲ +1.5 pp |
| 2015 | 10.2% | $26.16 Million | $8.70 Million | $17.46 Million | $257.42 Million | ▼ -4.0 pp |
| 2014 | 14.2% | $24.75 Million | $7.34 Million | $17.42 Million | $174.38 Million | ▲ +9.0 pp |
| 2013 | 5.2% | $5.16 Million | $5.16 Million | $- | $98.69 Million | ▲ +3.0 pp |
| 2012 | 2.2% | $5.79 Million | $5.79 Million | $- | $260.11 Million | — |