|
⚲
|
| Morse Capital Partners LLC
✚
|
|
|---|---|
| CRD # | 146383 |
| SEC # | 801-68819 |
| CIK # | |
| AUM | $195.1 MM (2023-03-29) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 804-888-7771 |
| Address | 9030 Stony Point Parkway Richmond, VA 23235 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 8.4 |
| (b) Individuals (high net worth individuals) | 51 | 186.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 332 | 195.1 |
| By Discretionary | ||
| Discretionary | 332 | 195.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 332 | 195.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 195.1 | |
| Total | 332 | 195.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Michael A Dubis Financial Planning LLC
✚
|
WI | 0.2 |
|
Anson Capital Inc
✚
|
GA | 0.2 |
|
Starfox Financial Services LLC
✚
|
TX | 0.2 |
|
Buttonwood Capital Management LLC
✚
|
AZ | 0.2 |
|
E A Horwitz LLC
✚
|
IL | 0.2 |
|
Carmel Capital Management LLC
✚
|
CA | 0.2 |
|
Farrow Financial Inc
✚
|
VT | 0.2 |
|
Second 50 Financial LLC
✚
|
CA | 0.2 |
|
Fort Henry Capital LLC
✚
|
WV | 0.2 |
|
Buska Wealth Management LLC
✚
|
WI | 0.2 |