MCMORGAN & COMPANY LLC

RIASEC RegisteredEst. 2001

Total AUM

$7.6B

Discretionary

$7.6B

100% of AUM

Avg account

$34.4M

Accounts

221

Employees

Advisory reps

Firm details

Headquarters: SAN FRANCISCO, California
CRD number: 115060
Registered since: October 11, 2001
Website: mcmorgan.com
Custodians: U.S. BANK, N.A., NATIONAL FINANCIAL SERVICES LLC, AMALGAMATED BANK
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Pension & Profit Sharing Plans40.05%
Other34.6%
Pooled Investment Vehicles25.13%
HNWI0.16%
Individuals0.06%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Mcmorgan & Company LLC is a privately held investment adviser organized as an LLC and registered with the SEC since 2001. The firm operates as a manager and sponsor of pooled vehicles, with activity across venture capital and other pooled fund structures. Its client base spans high‑net‑worth individuals and families as well as institutional investors. Advisory services include discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, institutional portfolio management, and selection of third‑party advisers. The firm charges fees based on a percentage of assets under management and may assess performance‑based fees. Mcmorgan functions in multiple roles beyond adviser — acting as a broker‑dealer sponsor, general partner, and managing member for pooled investment vehicles — which aligns with its allocation into private funds and venture strategies. The firm does not position itself as an active ESG investor.