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| Happy Holidays!! thanks for using AUM13F!! |
| Morrison US LLC
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| CRD # | 315983 |
| SEC # | 801-122215 |
| CIK # | |
| AUM | $28.0 B (2025-06-27) |
| Employees | 20 (70% Investors, 30% Brokers) |
| Phone | 347-952-6718 |
| Address | 5 Market Lane Wellington, New Zealand |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Morrison & Co Infrastructure Partnership Flow Through Feeder US LLC | 2023-06-29 | 115.3 | |
| Other | Morrison & Co Infrastructure Partnership US LLC | 2023-06-29 | 1,302.4 | |
| Other | Morrison & Co Infrastructure Partnership Feeder Fund SCSP Offshore Feeder Fund | 2022-03-30 | 1,350.0 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 7.7 |
| (g) Pension and profit sharing plans | 4 | 5.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 1 | 4.1 |
| (m) Corporations or other businesses not listed above | 1 | 10.5 |
| (n) Other | 0 | 0.0 |
| Total | 10 | 28.0 |
| By Discretionary | ||
| Discretionary | 3 | 2.8 |
| Non-Discretionary | 7 | 25.2 |
| Total | 10 | 28.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 28.0 | |
| United States Persons | 0.0 | |
| Total | 10 | 28.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Eagle Capital Management LLC
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|
NY | 31.2 |
|
Diamond Hill Capital Management Inc
✚
|
OH | 30.0 |
|
Knights of Columbus Asset Advisors LLC
✚
|
CT | 28.0 |
|
55I LLC
✚
|
MA | 27.9 |
|
Winslow Capital Management LLC
✚
|
MN | 27.2 |
|
Fuller & Thaler Asset Management Inc
✚
|
CA | 27.1 |
|
Palmer Square Capital Management LLC
✚
|
KS | 27.1 |
|
Wealthspire Advisors LLC
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|
NY | 25.8 |
|
Rothschild and Co Wealth Management UK Limited
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|
24.4 | |
|
1919 Investment Counsel LLC
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|
MD | 24.0 |