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| Happy Holidays!! thanks for using AUM13F!! |
| Morton Capital Management LLC
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| CRD # | 141250 |
| SEC # | 801-67025 |
| CIK # | |
| AUM | $3.0 B (2025-05-15) |
| Employees | 57 (47% Investors, 0% Brokers) |
| Phone | 818-222-4727 |
| Address | 27200 Agoura Road Calabasas, CA 91301 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | M83 Income Fund LLC | 2024-03-19 | 0.0 | |
| SA | RBE Capital Partners Fund LP | 2021-11-01 | 7.0 | |
| HF | Negative Correlation Partners LLC | 2012-03-28 | 8.0 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 456 | 0.4 |
| (b) Individuals (high net worth individuals) | 666 | 2.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 34 | 0.1 |
| (h) Charitable organizations | 12 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,622 | 3.0 |
| By Discretionary | ||
| Discretionary | 3,612 | 2.9 |
| Non-Discretionary | 10 | 0.0 |
| Total | 3,622 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.0 | |
| Total | 3,622 | 3.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Baker Avenue Asset Management LP
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|
CA | 3.8 |
|
GM Advisory Group LLC
✚
|
NY | 3.7 |
|
CWA Asset Management Group LLC
✚
|
FL | 3.3 |
|
Logan Capital Management Inc
✚
|
PA | 2.7 |
|
GHP Investment Advisors Inc
✚
|
CO | 2.7 |
|
New Age Alpha Advisors LLC
✚
|
NY | 2.6 |
|
Punch & Associates Investment Management Inc
✚
|
MN | 2.1 |
|
Eton Advisors Group LLC
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|
NC | 1.9 |
|
ARS Investment Partners LLC
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|
NY | 1.8 |
|
Bellecapital International AG
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|
1.8 |