| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Rbe Capital Partners Fund LP | Securitized Asset | $7M | $50K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| C-Ii Trust | Owner | 10-25% | 2016 |
| Eric and Lynn Selter Family Trust Control | Owner | 10-25% | 2013 |
| Eric Jay Selter Control | Executive Vice President & Manager | Under 5% | 2006 |
Morton Capital Management, LLC reports $3 billion in regulatory assets under management on its Form ADV.
Morton Capital Management, LLC manages 1 private funds with combined gross assets of $7 million.
Morton Capital Management, LLC reports 57 employees.
Morton Capital Management, LLC is based in Calabasas, CA and has been SEC-registered since 2006.
Morton Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 27200 Agoura Road, Suite 200, Calabasas, CA 91301 |
| Phone | 818-222-4727 |
| Fax | 818-222-8457 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $2.93B |
| Non-discretionary | $27.7M |
| Total (RAUM) | $2.96B |