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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Morgan Properties Special Situations II LLC
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|---|---|
| CRD # | 300795 |
| SEC # | 801-118135 |
| CIK # | |
| AUM | $1.3 B (2025-03-28) |
| Employees | 20 (80% Investors, 0% Brokers) |
| Phone | 610-265-2800 |
| Address | 227 Washington Street Conshohocken, PA 19428 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 9 | 1,323.5 |
| Total | 9 | 1,323.5 |
| By Discretionary | ||
| Discretionary | 1 | 63.1 |
| Non-Discretionary | 8 | 1,260.4 |
| Total | 9 | 1,323.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,323.5 | |
| Total | 9 | 1,323.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
AB Broadly Syndicated Loan Manager LLC
✚
|
TN | 1.7 |
|
Hermes GPE USA Inc
✚
|
NY | 1.5 |
|
Mortgage Industry Advisory Corporation
✚
|
NY | 1.4 |
|
Levine Leichtman Strategic Capital LLC
✚
|
CA | 1.3 |
|
CNL Strategic Capital Management LLC
✚
|
FL | 1.3 |
|
CornerStone Trust Management Services LLC
✚
|
FL | 1.2 |
|
Petiole USA Limited
✚
|
NY | 1.1 |
|
Invictus Fiduciary Services LLC
✚
|
TN | 1.0 |
|
Brock Fiduciary Services LLC
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|
NY | 0.8 |
|
325 Fillmore LLC
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|
CO | 0.7 |