MORRISON US, LLC

RIASEC RegisteredEst. 2021
Total AUM
$28B
Discretionary
$2.8B
10% of AUM
Avg account
$2.8B
Accounts
10
Employees
20
Advisory reps
4

Firm details

Headquarters
WELLINGTON,
CRD number
315983
Registered since
August 30, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Corporations / Businesses37.43%
  • Pooled Investment Vehicles27.47%
  • Pension & Profit Sharing Plans20.51%
  • Sovereign Wealth Funds14.59%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Morrison US, LLC is an SEC-registered investment advisor organized as an LLC and registered in 2021. The firm primarily serves institutional clients but also provides portfolio management for individuals, small businesses and pooled investment vehicles. It operates as an adviser and sponsor/GP/managing member of pooled vehicles, charging both a percentage-of-AUM fee and performance-based fees. The firm identifies as an active ESG investor and reports both discretionary and non-discretionary advisory arrangements; it is not positioned as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

2 of 2
  • William Smales

    Partner and Chief Investment OfficerCRD 7420092

  • Paul Newfield

    Partner and Chief Executive OfficerCRD 7420766

Contacts

2 of 2
  • ANDREW GRAHAM

    Head of ComplianceCRD 7220651

  • Kellee Clark

    Head of LegalCRD 7420095

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WELLINGTON, null

Location

WELLINGTON, null

Headquartered in WELLINGTON, null.

Address
5 Market Ln
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth