PPrivate Fund Data Log in Join · $37/mo

Morningstar Research Services LLC

CRD 285164SEC# 801-108623Chicago, IL
Export (members)
No longer SEC-registered. Morningstar Research Services LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
Employees
129
Accounts
Location
Chicago, IL

Morningstar Research Services LLC assets under management

Morningstar Research Services LLC is an SEC-registered investment adviser based in Chicago, IL. It employs 129 people.

Morningstar Research Services LLC owners & executives

6 reported
NameTitleOwnershipSince
Brittany Fortier Smith ControlChief Compliance Officer & SecretaryUnder 5%2023
Daniel Patrick Rohr ControlHead Of Global Equity ResearchUnder 5%2019
Kelly James Christensen ControlDirectorUnder 5%2023
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How many employees does Morningstar Research Services LLC have?

Morningstar Research Services LLC reports 129 employees.

Where is Morningstar Research Services LLC located?

Morningstar Research Services LLC is based in Chicago, IL.

Does Morningstar Research Services LLC disclose fund performance?

Morningstar Research Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address22 West Washington Street, Chicago, IL 60602
Office hours9:00a.m. To 5:00p.m. Central
Discloses disciplinary historyNo