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| Happy Holidays!! thanks for using AUM13F!! |
| Morse Capital Partners LLC
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| CRD # | 146383 |
| SEC # | 801-68819 |
| CIK # | |
| AUM | $246.1 M (2025-03-31) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 804-888-7771 |
| Address | 9030 Stony Point Parkway Richmond, VA 23235 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 103 | 76.6 |
| (b) Individuals (high net worth individuals) | 20 | 135.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 34.0 |
| (n) Other | 0 | 0.0 |
| Total | 347 | 246.1 |
| By Discretionary | ||
| Discretionary | 347 | 246.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 347 | 246.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 246.1 | |
| Total | 347 | 246.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Griffin Family Partners LLC
✚
|
0.2 | |
|
Tandem Capital Management Corp
✚
|
NJ | 0.2 |
|
Forefront Wealth Management Inc
✚
|
PA | 0.2 |
|
Melone Private Wealth LLC
✚
|
MI | 0.2 |
|
Trademark Financial Management LLC
✚
|
MN | 0.2 |
|
Gridiron Partners LLC
✚
|
PA | 0.2 |
|
Twin Lakes Capital Management LLC
✚
|
CA | 0.2 |
|
Open Window Financial Solutions Ltd
✚
|
NV | 0.2 |
|
Lockshield Partners Inc
✚
|
KY | 0.2 |
|
Guardian Asset Advisors LLC
✚
|
PA | 0.2 |