Jess S Morgan & Company Inc
- Assets, Funds, Holdings
| Jess S Morgan & Company Inc
|
| CRD # | 110816 |
| SEC # | 801-4740 |
| CIK # | |
| AUM |
|
| Employees |
18 (28% Investors, 0% Brokers)
|
| Fees | |
| Minimum |
|
| Phone | 323-634-2400 |
| Address | 5900 Wilshire Blvd
Los Angeles, CA 90036-3697 |
| Source |
[IAPD]
[Website]
|
|
Total AUM ($M)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
49
|
13.0 |
| (b) Individuals (high net worth individuals) |
43
|
240.4 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
5 |
7.9 |
| (g) Pension and profit sharing plans |
1 |
1.2 |
| (h) Charitable organizations |
3 |
14.7 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
2 |
1.0 |
| (n) Other |
0 |
0.0 |
| Total |
190 |
278.3 |
| By Discretionary |
| Discretionary |
190 |
278.3 |
| Non-Discretionary |
0 |
0.0 |
| Total |
190 |
278.3 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
278.3 |
| Total |
190 |
278.3 |
| Form D Directors |
Role |
# Filings |
# Firms |
2011 - 2026 |
| Gary Levenstein |
Executive Officer |
1 |
1 |
|
| Firm Profile (Form ADV) |
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
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