PPrivate Fund Data Log in Join · $37/mo

Roxanna Faye Morton

Trustee - Morton Family TrustMorton Capital Management, LLCCRD 1846777

About Roxanna Faye Morton

Roxanna Faye Morton is listed as Trustee - Morton Family Trust at Morton Capital Management, LLC in Calabasas, CA. Form ADV reports a beneficial ownership band of Under 5%. Roxanna Faye Morton is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Morton Capital Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Roxanna Faye Morton work?

Roxanna Faye Morton is listed as Trustee - Morton Family Trust at Morton Capital Management, LLC on SEC Form ADV.

How much of Morton Capital Management, LLC does Roxanna Faye Morton own?

Form ADV reports a beneficial ownership band of Under 5%.

Morton Capital Management, LLC

TitleTrustee - Morton Family Trust
OwnershipUnder 5%
Control personNo
Since2013
View Morton Capital Management, LLC →

Morton Capital Management, LLC

TitleTrustee
Ownership—
Control personNo
Since2013
View Morton Capital Management, LLC →