Morris Associates LLC

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Morris Associates LLC
CRD #138260
SEC #801-65457
CIK #
AUM
Employees 1 (100% Investors, 0% Brokers)
Phone212-935-8075
Address825 Third Avenue
New York, NY 10022
Source [IAPD] [Website]
Total AUM ($M)
1209672482402005201120182025
Type Form D Funds Date Sold AUM
HF Morris Global Strategies Cayman Ltd [2012-02-23] 13.3 M 1.7 M
Filed 2016-01-28 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Morris Global Strategies LP 2012-02-23 68.4 M
AUM Breakdown Accounts AUM ($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 0 0.0
Total 2 70.1
By Discretionary
Discretionary 2 70.1
Non-Discretionary 0 0.0
Total 2 70.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 70.1
Total 2 70.1
Form D Directors Role # Filings # Firms 2011 - 2026
Scott Dakers Director 141 35
Evan Burtton Director 83 34
Cary Marr Director 115 33
Morris Associates LLC Executive Officer 2 2
Karen Morris Executive Officer 2 2
Will Maslovsky Executive Officer 1 1
Firm Profile (Form ADV)
ServesInstitutional
Fund TypesHedge Fund
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