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McMorgan & Company LLC

● SEC registered since 2001CRD 115060SEC# 801-60509San Francisco, CA
Export (members)
Ranks #815 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$7.42B
Fund GAV
$1.17B
Private funds
6
Employees
29
Accounts
238
Location
San Francisco, CA

McMorgan & Company LLC assets under management

McMorgan & Company LLC is an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 2001. It reports $7.4 billion in regulatory assets under management and employs 29 people. McMorgan & Company LLC manages 6 private funds with combined gross assets of $1.2 billion, including McMorgan Infrastructure Fund I, L.P. By regulatory assets, it ranks 815 of 5,911 private fund managers.

McMorgan & Company LLC private funds

6 funds · $1.17B GAV
FundTypeGross assetsMin.
McMorgan Infrastructure Fund I, L.P.Other Private$1B$10M
McMorgan Infrastructure Fund II (canada) LPOther Private$111.3M$1M
McMorgan Infrastructure Fund II (erisa) LPOther Private$34.6M$10M
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McMorgan & Company LLC owners & executives

9 reported
NameTitleOwnershipSince
Andrew S Josef ControlGeneral Counsel And Chief Compliance OfficerUnder 5%2012
Brian Thomas Morton ControlPresident, Board Of Managers, Member10-25%2002
John F. Scott Santaguida ControlCeo & Board Of Managers10-25%2008
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Frequently asked questions

How much does McMorgan & Company LLC manage?

McMorgan & Company LLC reports $7.4 billion in regulatory assets under management on its Form ADV.

How many private funds does McMorgan & Company LLC manage?

McMorgan & Company LLC manages 6 private funds with combined gross assets of $1.2 billion.

How many employees does McMorgan & Company LLC have?

McMorgan & Company LLC reports 29 employees.

Where is McMorgan & Company LLC located?

McMorgan & Company LLC is based in San Francisco, CA and has been SEC-registered since 2001.

Does McMorgan & Company LLC disclose fund performance?

McMorgan & Company LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address33 New Montgomery Street, Suite 2000, San Francisco, CA 94105
Phone415-788-9300
Fax415-616-9398
Office hours8:30 a.m. - 4:30 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$7.42B
Non-discretionary$5.9M
Total (RAUM)$7.42B

Service providers

Auditor
Administrator