"Our mission is to maximize long-term compounded growth by reducing fees and complexities, providing investors with a well-diversified portfolio through disciplined risk management, capital protection, and above average performance across all market cycles."

The Oppourtunity

Our Simple Process

Goal (for demonstrative purposes only results not guaranteed and risks of capital loss, please read PPM and cosult with a financial professional.

$25k Investment 9% CAGR 30 Yrs 368k

(Per Share = $14,700)

$25k Investment 12% CAGR 30 Yrs 890k (Per Share = $36,000)

$25k Investment 15% CAGR 30 Yrs 2.2 mil (Per Share = $87,500)

NAV (Not including Multiples or EPS)

Investment Objective

Mozella Capital Inc.’s primary objective is to generate risk-adjusted returns for shareholders by investing across multiple asset classes—including mutual funds, ETFs, stocks, bonds, options, precious metals, limited partnership interests, and real estate. We are targeting a raise of $100,000,000.00 through the sale of Class A Common Shares at $1,000.00 per share.

Fund Highlights

Target Return: We target a 10–12% annual CAGR (net of fees) via the NAV, which is reflected in the price per share. As a holding company with a diversified portfolio, the Manager has the flexibility to pivot between asset classes to generate optimal risk-adjusted returns.

Minimum Investment: $100,000. Reduced amounts may be permitted at the Manager’s sole discretion. Only Accredited Investors are permitted to participate in this offering.

Redemption Rights: The Fund intends to offer to repurchase a limited number of shares on a periodic basis (e.g., quarterly or annually), subject to certain limitations. Redemptions are limited to an aggregate of 25% of the Fund’s shares per quarter and are not guaranteed.

Benefits to Shareholders

Our structure eliminates the administrative burden and friction typically faced by investors who wish to own a diversified portfolio of precious metals, LP interests, common and preferred stocks, bonds, rental real estate, venture capital, and more by placing these assets within a single entity. In this way, we can remain nimble in the face of market volatility and opportunities, capturing long-term growth while hedging against market swings. By utilizing a strategic options overlay, we can mitigate downside risk and generate additional income for the portfolio. Taxes are handled within the corporation as an operating cost, and the primary objective is growing Net Asset Value (NAV), which translates directly to per-share growth within one account for the shareholder.

The Strategy

Socially Responsible Investing

We say no to destructive investment opportunities despite the lure of profits in an attempt to protect and preserve the planet and it's inhabitants.

Focus On Alternatives

Alternative play a key role in diversification, capital appreciation, and risk management. Although there are plenty of investment oppourtunities in the public markets we also participate in private markets to manage volatility and gain access to some investment vehicles that are not listed in public markets.

Shareholders vs. LPs

Our Primary Focus is on our clients well being. Risk Management and Capital Preservation is paramount along with transparency and communication. We have a balanced process for keeping our clients informed of their holdings, as well as our view on the markets and economy.

To view the current offering and accompanied documents please submit your contact info below

The Fund Manager

Located in First Central Tower 8th Floor Ste 800

Mozella Asset Management, LLC.

360 Central Ave STE 800

Saint Petersburg, FL. 33701

Phone: 727.280.5685

Email: info@MozellaCapital.com

We offer a complimentary introductory meeting to get a snapshot of where you are in your financial life.

Schedule a phone call below or complete the contact form and we we'll connect to discuss the next steps.

ADV Part 2

advisorinfo.sec.gov