Morgan Properties Special Situations II LLC
Firm details
- Headquarters
- Conshohocken, Pennsylvania
- CRD number
- 300795
- Registered since
- February 26, 2020
- Website
- www.morgan-properties.com
- Custodians
- WILMINGTON TRUST INVESTMENT MANAGEMENT, LLC
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Other100%
Firm profile
FINTRXOverview
Morgan Properties Special Situations II LLC is a limited liability company registered as an institutional RIA with the SEC in 2020. The firm does not operate as a capital allocator and is not designated as a multi-state or ESG-focused advisor. Its stated fee model includes a percentage-of-AUM component along with performance-based fees and other arrangements, indicating a mix of traditional advisory and incentive-aligned structures.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds94%
- Other5%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Marina Dikos
Executive Vice President and Chief Financial OfficerCRD 7712998
Contacts
2 of 2
Jason Morgan
PresidentCRD 6088273
Michael Schecter
Executive Vice PresidentCRD 840256
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Conshohocken, PA
Montgomery
Location
Conshohocken, PA
Headquartered in Conshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 227 Washington St
- Time zone
- ET (UTC-5)
- Office locations
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