|
⚲
|
| Keyboard |
| Morton Capital Management LLC
✚
|
|
|---|---|
| CRD # | 141250 |
| SEC # | 801-67025 |
| CIK # | |
| AUM | 3,465.7 M (2026-05-05) |
| Employees | 58 (43% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 818-222-4727 |
| Address | 27200 Agoura Road Calabasas, CA 91301 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | M83 Income Fund LLC | 2024-03-19 | ||
| SA | RBE Capital Partners Fund LP | 2021-11-01 | 7.0 M | |
| HF | Negative Correlation Partners LLC | 2012-03-28 | 8.0 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 491 | 0.5 |
| (b) Individuals (high net worth individuals) | 724 | 2.7 |
| (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 | 1 | 0.0 |
| (g) Pension and profit sharing plans | 31 | 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 | 20 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,735 | 3.5 |
| By Discretionary | ||
| Discretionary | 3,719 | 3.4 |
| Non-Discretionary | 16 | 0.0 |
| Total | 3,735 | 3.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.5 | |
| Total | 3,735 | 3.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.8B |
| Clients | 14 |
| Serves | Institutional, Retail, Research |
| Fund Types | Hedge Fund |
| Comparable Firms | State | AUM |
|---|---|---|
|
Baker Avenue Asset Management LP
✚
|
CA | 5,086.0 M |
|
CWA Asset Management Group LLC
✚
|
FL | 4,514.5 M |
|
GM Advisory Group LLC
✚
|
NY | 4,362.4 M |
|
Logan Capital Management Inc
✚
|
PA | 3,095.8 M |
|
GHP Investment Advisors Inc
✚
|
CO | 3,063.6 M |
|
ARS Investment Partners LLC
✚
|
NY | 2,705.7 M |
|
New Age Alpha Advisors LLC
✚
|
NY | 2,510.3 M |
|
Punch & Associates Investment Management Inc
✚
|
MN | 2,026.9 M |
|
Bellecapital International AG
✚
|
1,960.9 M | |
|
Eton Advisors Group LLC
✚
|
NC | 1,886.7 M |