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Sara Minkyung Sarti

Trustee- The Sarti TrustMorton Capital Management, LLCCRD 6920230

About Sara Minkyung Sarti

Sara Minkyung Sarti is listed as Trustee- The Sarti Trust at Morton Capital Management, LLC in Calabasas, CA. Form ADV reports a beneficial ownership band of Under 5%. Sara Minkyung Sarti is associated with 3 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 Sara Minkyung Sarti work?

Sara Minkyung Sarti is listed as Trustee- The Sarti Trust at Morton Capital Management, LLC on SEC Form ADV.

How much of Morton Capital Management, LLC does Sara Minkyung Sarti own?

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

Morton Capital Management, LLC

TitleTrustee- The Sarti Trust
OwnershipUnder 5%
Control personYes
Since2017
View Morton Capital Management, LLC →

M83 Investment Group, LLC

TitleTrustee
Ownership—
Control personYes
Since2013
View M83 Investment Group, LLC →

Morton Capital Management, LLC

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