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| Morse Asset Management Inc
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|
|---|---|
| CRD # | 285650 |
| SEC # | 801-108550 |
| CIK # | 0001705711 |
| AUM | $534.3 M (2026-03-31) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 646-568-4083 |
| Address | 23 Old Kings Highway South Darien, CT 06820 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 34.6 | ||
| Broadcom Inc | 20.6 | ||
| Amazon Com Inc | 18.3 | ||
| Facebook Inc | 17.6 | ||
| Alphabet Inc | 16.5 | ||
| Microsoft Corp | 15.1 | ||
| KLA Tencor Corp | 13.4 | ||
| Evercore Partners Inc | 11.5 | ||
| Micron Technology Inc | 10.6 | ||
| United Rentals Inc /DE | 10.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 53.2 |
| (b) Individuals (high net worth individuals) | 144 | 413.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 11 | 64.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 3.2 |
| (n) Other | 0 | 0.0 |
| Total | 287 | 534.3 |
| By Discretionary | ||
| Discretionary | 287 | 534.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 287 | 534.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 534.3 | |
| Total | 287 | 534.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001705711] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Morse Asset Management Inc
✚
|
CT | 0.5 |
|
Wall Street Management Corporation
✚
|
CT | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Litvak Wealth LLC
✚
|
CT | 0.5 |
|
Triagen Wealth Management LLC
✚
|
CA | 0.5 |
|
Peak Financial Management Inc
✚
|
MA | 0.5 |
|
Mezzasalma Advisors LLC
✚
|
NJ | 0.5 |
|
USA Financial Formulas LLC
✚
|
MI | 0.5 |
|
Peirce Capital Management LLC
✚
|
TX | 0.5 |
|
Affiliated Private Investors LLC
✚
|
FL | 0.5 |
|
Collective Family Office LLC
✚
|
PA | 0.5 |
|
Argonautica Private Wealth Management Inc
✚
|
MA | 0.5 |
|
Brophy Wealth Management LLC
✚
|
NH | 0.5 |