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 a limited liability company organized as an institutional registered investment adviser. The firm reports itself as serving institutional clients, providing portfolio management for businesses and institutions on a percentage-of-AUM fee basis. It does not identify as an active ESG investor, does not operate as a capital allocator to third-party managers, and does not position itself as a pension consultant or related adviser.
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
FINTRXContacts
FINTRXWealth 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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