Morrison US, LLC

RIASEC RegisteredEst. 2021

Total AUM

$32.5B

Discretionary

$3.2B

10% of AUM

Avg account

$3B

Accounts

Employees

Advisory reps

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 / Businesses36.26%
Pooled Investment Vehicles27.36%
Sovereign Wealth Funds18.22%
Pension & Profit Sharing Plans18.16%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Morrison US, LLC is an SEC-registered institutional registered investment adviser that serves institutional clients and acts as an investment manager for both separate accounts and pooled vehicles. Organized as a limited liability company and established as an SEC-registered adviser in 2021, the firm provides portfolio management for individuals/small businesses and for pooled investment vehicles. Fee arrangements include AUM-based fees and performance-based fees. Morrison US, LLC identifies itself as an active ESG investor and also serves in sponsor/GP and managing-member capacities for pooled vehicles.