Pelican Bay Capital Management (PBCM) is Moran Wealth Management® (MWM) an SEC registered investment adviser located in Naples, Florida. DBA Pelican Bay Capital Management
Pelican Bay Capital Management provides discretionary portfolio management services to Institutional Investors and High Net Worth Families through separately managed accounts and sub-advisory relationships. It is our goal to offer professional investment strategies that can be incorporated into your existing investment strategy.
The firm provides our clients the opportunity to invest in distinct portfolios, that are each thoughtfully designed to meet the various needs of our clients. Each portfolio is differentiated from typical investment offerings found at many Financial Advisors.
The publication of PCBM’s information on LinkedIn should not be construed by any consumer or prospective client as MWM’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet.
A copy of MWM’s current written disclosure statement as set forth on Form ADV, discussing MWM’s business operations, services, and fees is available from MWM upon written request. MWM does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Results displayed herein prior to 12/31/2022 were achieved under a different firm prior to being acquired by Moran Wealth Management. The accounts managed at the predecessor firm were, however, achieved by the same personnel and were managed substantially similar to the accounts managed at Moran Wealth Management.
Moran Wealth Management® is a separate entity and not affiliated with any other entity or practice that uses the same name.
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Frequently asked questions
When was Pelican Bay Capital Management founded?
Pelican Bay Capital Management was founded in 2018.
What industry is Pelican Bay Capital Management in?
Pelican Bay Capital Management operates in Investment Management. Find similar Investment Management investors on gritt.io.
Where is Pelican Bay Capital Management based?
Pelican Bay Capital Management is headquartered in Naples, United States.
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