The MORTON CAPITAL MANAGEMENT is a privately held investment adviser that advises $3.74Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. MORTON CAPITAL MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 69.11% over the last 5-years.
The Group has been registered with the SEC for 20.1 years and is comprised of 2 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 27200 AGOURA ROAD SUITE 200, CALABASAS, CALIFORNIA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 64 employees comprised of 29 investment and 35 non-investment staff. The total number of Employees increased by 36.17% over the last 5-years.
Their $3.74Bn in assets advised are owned by 1 private fund, 1 public fund and BDCs and 63 other accounts. Assets of High Net Worth Individuals clients own $2.73Bn or 73.09% of Total Assets and Individuals own $452.52mn or 12.1% of Total Assets.
The Group's top investment strategies include Multi Strat and Fund of Funds, representing 97.5% and 2.5% of total assets, respectively.
They advise 7 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 3 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $7mn in assets.
The Group discloses fixed fees and management fees.
MORTON CAPITAL MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.