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Morrison US, LLC

● SEC registered since 2021CRD 315983SEC# 801-122215Wellington
Export (members)
Reg. AUM
$27.97B
Employees
20
Accounts
10
Location
Wellington

Morrison US, LLC assets under management

Morrison US, LLC is a registered investment adviser overseen by the SEC based in Wellington. The firm has been registered since 2021. It reports $28 billion in regulatory assets under management and employs 20 people.

Morrison US, LLC owners & executives

11 reported
NameTitleOwnershipSince
Andrew David Heydon Graham ControlHead Ofcompliance / Chief Compliance OfficerUnder 5%2023
H.r.l. Morrison & Co United States Holdings Limited ControlSole MemberOver 75%2019
Kellee Monique Clark ControlHead Of LegalUnder 5%2013
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Frequently asked questions

How much does Morrison US, LLC manage?

Morrison US, LLC reports $28 billion in regulatory assets under management on its Form ADV.

How many employees does Morrison US, LLC have?

Morrison US, LLC reports 20 employees.

Where is Morrison US, LLC located?

Morrison US, LLC is based in Wellington and has been SEC-registered since 2021.

Does Morrison US, LLC disclose fund performance?

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

Contact & registration

Address5 Market Lane, Wellington 6011
Phone3479526718
Office hours9a.m. - 5p.m.
SEC regionHQ
Discloses disciplinary historyNo

Assets under management

Discretionary$2.76B
Non-discretionary$25.2B
Total (RAUM)$27.97B