|
⚲
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| Morse Asset Management Inc
✚
| |
|---|---|
| CRD # | 285650 |
| SEC # | 801-108550 |
| CIK # | 0001705711 |
| AUM | $532.2 MM (2024-07-11) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 646-568-4083 |
| Address | 23 Old Kings Highway South Darien, CT 06820 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 0.0 | |
| MSFT | 1,918,222.4 | 0.0 | |
| AMZN | 1,092,997.8 | 0.0 | |
| GOOGL | 1,475,138.5 | 0.0 | |
| META | 434,852.0 | 0.0 | |
| AVGO | 201,282.9 | 0.0 | |
| LLY | 301,789.7 | 0.0 | |
| HD | 277,648.0 | 0.0 | |
| URI | 17,758.9 | 0.0 | |
| UNH | 477,004.0 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 89 | 27.9 |
| (b) Individuals (high net worth individuals) | 69 | 365.4 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 13 | 118.1 |
| (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 | 4 | 20.9 |
| (n) Other | 0 | 0.0 |
| Total | 242 | 532.2 |
| By Discretionary | ||
| Discretionary | 242 | 532.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 242 | 532.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 532.2 | |
| Total | 242 | 532.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001705711] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Morse Asset Management Inc
✚
|
CT | 0.5 |
|
Wall Street Management Corporation
✚
|
CT | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Watchman Group Inc
✚
|
TX | 0.5 |
|
Capital Resource Management Inc
✚
|
IL | 0.5 |
|
Zenith AM
✚
|
0.5 | |
|
Little House Capital LLC
✚
|
MA | 0.5 |
|
Custos Family Office LLC
✚
|
TX | 0.5 |
|
Traveka Wealth LLC
✚
|
CA | 0.5 |
|
The Patten Group Inc
✚
|
TN | 0.5 |
|
Scissortail Wealth Management LLC
✚
|
OK | 0.5 |
|
Channel Wealth LLC
✚
|
CA | 0.5 |
|
Stordahl Capital Management Inc
✚
|
CO | 0.5 |