Ken Moelis Net Worth and Business Insights

Ken Moelis is a highly respected investment banker with a net worth estimated to be around $1.5 billion. He's the founder and CEO of Moelis & Company, a global investment bank that provides strategic advice to corporations, investors, and other clients.

Moelis' professional background is impressive, having worked at Donaldson, Lufkin & Jenrette (DLJ) and UBS Investment Bank before starting his own firm in 2007. He's known for his expertise in mergers and acquisitions, capital markets, and restructuring.

Moelis has received numerous awards and recognition for his work, including being named one of the most influential people in the world by Time Magazine in 2014.

Ken Moelis started his career in 1981 at Drexel Burnham Lambert, where he worked as a managing director in the firm's Los Angeles office for Michael Milken.

He left Drexel after its collapse and joined Donaldson Lufkin & Jenrette, serving as head of its corporate finance investment banking division and leading the firm to prominence in Los Angeles in the 1990s.

Moelis then went on to work at Credit Suisse First Boston, becoming head of US investment banking in 2000, but his tenure was short-lived as he joined UBS (then UBS Warburg) just months later.

Born in 1958, Moelis comes from a family with a strong business background. His father, Herbert I. Moelis, was the president of Equity Leasing Corporation, an office equipment company in New York.

Moelis' grandfather, Paul I. Gross, was the retired president of Equity Leasing Corporation. His father also had a passion for thoroughbred race horses, breeding them at his CandyLand Stables in Middletown, Delaware.

Moelis holds a Bachelor of Science in Economics from the Wharton School of the University of Pennsylvania.

Kenneth David Moelis began his career at Drexel Burnham Lambert in 1981, where he would ultimately serve as a managing director.

He worked for Michael Milken in the firm's Los Angeles office, and after the collapse of Drexel, Moelis left to join Donaldson Lufkin & Jenrette.

At DLJ, Moelis served as head of its corporate finance investment banking division and helped the firm emerge as a prominent investment banking firm in Los Angeles in the 1990s.

Following the acquisition of DLJ by Credit Suisse First Boston in 2000, Moelis was named head of US investment banking of the combined firm.

However, his tenure at CSFB was short, and he announced his departure for UBS (then known as UBS Warburg) just months later, taking the core of his team with him.

At UBS, Moelis recruited more than 70 senior investment bankers within three months of his arrival and ultimately assumed the role of president of UBS Investment Bank.

By the end of 2006, UBS was ranked Top 4 in the global fee pool for the first time under Moelis's leadership.

Moelis founded Moelis & Company along with several fellow senior UBS investment bankers in .

He has been the CEO & Chairman of Moelis & Co since .

Kenneth Moelis has an estimated net worth of $55.2 Million.

He has a significant presence in the business world through his involvement in multiple companies.

Kenneth Moelis is connected to Atlas Crest Investment Corp., one of the companies that contributes to his net worth.

He also has ties to Atlas Crest Investment Corp. II, another entity that impacts his net worth.

Moelis & Co is another company associated with Kenneth Moelis.

His involvement in Kinsale Capital Group, Inc. and Steele Creek Capital Corp. also play a role in his net worth.

Ken Moelis's SEC filings reveal a busy year for insider trading in 2020, with 40 total transactions, making it his most active year for acquiring shares. He was most active in February that year, making it his most active month for buying stocks.

He sold a significant amount of shares in 2021, with 18 transactions, making it his most active year for disposing of shares. January was his most active month for selling stocks that year.

In 2023, Moelis made a notable purchase, acquiring 515,195.7 shares for $0.00, which is the most shares he's acquired in one year.

Here are some key statistics on Moelis's insider trading activity:

The SEC CIK, or Central Index Key, is a unique identifier assigned to each company and individual listed on the SEC's EDGAR database.

Mr. Moelis's SEC CIK is tied to his extensive trading history, with over 43 trades of Moelis & Co stock since 2017.

He has a remarkable trading frequency, making about 29,353 units of stock every 23 days since 2014.

The largest trade he's ever made was exercising 928,524 units of Moelis & Co stock on 23 February 2021.

This massive trade was worth over $58,209,170, giving you an idea of the scale of his transactions.

As of 25 July 2024, he still owns at least 5,394 units of Moelis & Co stock.

You can see the complete history of Mr. Moelis's stock trades at the bottom of the page.

SEC Form 4 Insider Trading is a window into the financial dealings of top executives and directors. Kenneth Moelis, CEO of Moelis & Co, has made over 43 trades of the company's stock since 2017.

He's been quite active in his trading, with an average of 29,353 units traded every 23 days since 2014. This frequency is consistent with the overall trend of Moelis & Co executives and independent directors trading stock every 15 days.

In 2024, Kenneth Moelis cashed out on 632,357.88 shares for a total of $15,576,340.82, making it his largest year based on trade value. This significant transaction is a notable example of insider trading activity.

On average, Moelis & Co executives and independent directors trade stock worth $3,010,562. The most recent stock trade was executed by Kenneth Shropshire on 31 July 2024, trading 495 units of MC stock currently worth $34,299.

Here's a breakdown of Kenneth Moelis's trading activity:

His most significant trade was exercising 928,524 units of Moelis & Co stock on 23 February 2021, worth over $58,209,170.