Moelis & Company MC Investments - Cost Basis
Investments - Cost Basis at other companies
Other financials
Where this comes from
Reported directly by Moelis & Company in its filing.
Tagged under the XBRL concept us-gaap:InvestmentOwnedAtCost.
The official record: Moelis & Company’s 10-Q, filed April 30, 2026, on SEC EDGAR. View the filing →
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Questions, answered.
- What is Moelis & Company's investments - cost basis?
- Moelis & Company (MC) reported investments - cost basis of $201.71M in Q1 2026.
- How has Moelis & Company's investments - cost basis changed year-over-year?
- Moelis & Company's investments - cost basis increased by 32.3% year-over-year, from $152.52M to $201.71M.
- What is the long-term trend for Moelis & Company's investments - cost basis?
- Over 5 years (2020 to 2025), Moelis & Company's investments - cost basis has grown at a 14.4% compound annual growth rate (CAGR), from $172.64M to $337.87M.
- What does investments - cost basis mean?
- Represents the original acquisition cost of the firm's investment portfolio, excluding subsequent fair value adjustments. This metric provides insight into the capital deployed into proprietary investments or strategic holdings. It serves as a baseline for evaluating the firm's capital allocation strategy and long-term investment performance.