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 serves both individuals/families and institutional clients, offering discretionary portfolio management for individuals, pooled vehicles and institutions, as well as selection of third‑party advisers. Its compensation mixes traditional asset‑based fees with performance‑linked fees, and the firm also functions as a sponsor/GP and managing member for pooled investment vehicles. The firm is classified as a venture capital fund manager and an “other” fund provider, indicating it runs its own pooled vehicles in addition to providing advisory services. Mcmorgan is not an active ESG investor, and it operates under a single‑state registration profile.