Morton Capital Management

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Morton Capital Management ✚
CRD #	106549
SEC #	801-19253
CIK #
AUM
Employees
Phone	818-222-4727
Address	23945 Calabasas Rd Ste 203 Calabasas, CA 91302
Source	[IAPD] [Website]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
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	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	883	399.4
By Discretionary
Discretionary	878	398.2
Non-Discretionary	5	1.2
Total	883	399.4
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		399.4
Total	883	399.4

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