MORRISON US, LLC
Firm details
- Headquarters
- WELLINGTON,
- CRD number
- 315983
- Registered since
- August 30, 2021
- Website
- hrlmorrison.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Corporations / Businesses37.43%
- Pooled Investment Vehicles27.47%
- Pension & Profit Sharing Plans20.51%
- Sovereign Wealth Funds14.59%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Morrison US, LLC is an SEC-registered investment advisor organized as an LLC and registered in 2021. The firm primarily serves institutional clients but also provides portfolio management for individuals, small businesses and pooled investment vehicles. It operates as an adviser and sponsor/GP/managing member of pooled vehicles, charging both a percentage-of-AUM fee and performance-based fees. The firm identifies as an active ESG investor and reports both discretionary and non-discretionary advisory arrangements; it is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
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
- Other100%
Owners & executives
2 of 2William Smales
Partner and Chief Investment OfficerCRD 7420092
Paul Newfield
Partner and Chief Executive OfficerCRD 7420766
Contacts
2 of 2ANDREW GRAHAM
Head of ComplianceCRD 7220651
Kellee Clark
Head of LegalCRD 7420095
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WELLINGTON, null
Location
WELLINGTON, null
Headquartered in WELLINGTON, null.
- Address
- 5 Market Ln
- Office locations
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