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| Keyboard |
| Morgan Properties Special Situations II LLC
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|---|---|
| CRD # | 300795 |
| SEC # | 801-118135 |
| CIK # | |
| AUM | 1,372.8 M (2026-03-30) |
| 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 | 10 | 1,372.8 |
| Total | 10 | 1,372.8 |
| By Discretionary | ||
| Discretionary | 1 | 152.1 |
| Non-Discretionary | 9 | 1,220.7 |
| Total | 10 | 1,372.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 410.0 | |
| United States Persons | 962.8 | |
| Total | 10 | 1,372.8 |
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|---|---|---|
|
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|
CA | 2,136.1 M |
|
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|
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|
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|
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|
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NY | 1,050.6 M |
|
Invictus Fiduciary Services LLC
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|
TN | 1,010.8 M |
|
Develop Capital Partners LP
✚
|
NY | 940.0 M |
|
Innovative Capital Advisors LLC
✚
|
IL | 619.5 M |