MORGAN PROPERTIES SPECIAL SITUATIONS II LLC

RIASEC RegisteredEst. 2020
Total AUM
$1.4B
Discretionary
$152M
11% of AUM
Avg account
$137M
Accounts
10
Employees
20
Advisory reps
3

Firm details

Headquarters
CONSHOHOCKEN, Pennsylvania
CRD number
300795
Registered since
February 26, 2020
Custodians
WILMINGTON TRUST INVESTMENT MANAGEMENT, LLC
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Other100%

Firm profile

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Overview

Morgan Properties Special Situations II LLC is a limited-liability investment vehicle that registered with the SEC in 2020. The firm is classified as unclassified in the available records and is owned by a combination of a domestic entity and an individual. It operates with a fee structure that includes a percentage-of-assets component as well as performance-based fees. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. It is not registered as a multistate adviser, pension consultant, or related adviser in the provided data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: US Government Bonds 94%, Other 5%, Cash & Cash Equivalents 1%94%
  • 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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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