Morningside Asset Management
Firm details
- Headquarters
- Wilmington, Delaware
- CRD number
- 268789
- Registered since
- June 8, 2026
- Custodians
- AMALGAMATED BANK
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans72.79%
- Charitable Organizations27.21%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Morningside Asset Management is organized as an LLC and describes its client focus as institutional portfolio management for businesses and institutions. The firm charges fees as a percentage of assets under management and reports that it is not an ESG-active investor. Other firm attributes available in filings include domestic ownership (entity and individual), classification as unclassified, and that it does not act as a capital allocator, pension consultant, or a related adviser. The SEC registration year listed is 2026.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2Randy Heinig
Chief Compliance OfficerCRD 6414206
Kyle Myers
CEOCRD 2845467
Contacts
2 of 2Michael Cathey
Head of Business DevelopmentCRD 2238681
Jawanza Hughes
CRD 8268357
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wilmington, DE
New Castle
Location
Wilmington, DE
Headquartered in Wilmington, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- South
- County
- New Castle
- Address
- 300 Delaware Ave
- Time zone
- ET (UTC-5)
- Office locations
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