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MCMORGAN & COMPANY LLC
CRD 115060 · SEC 801-60509
33 NEW MONTGOMERY STREET, SUITE 2000, SAN FRANCISCO, CA, 94105, United States
Phone
415-788-9300
Fax
415-616-9398
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$7.61B
Discretionary AUM
$7.60B
Team
26 total employees; 14 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees; SERVICE FEES
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $4.9M |
| High net worth individuals | 15 | $12.3M |
| Pooled investment vehicles | 7 | $1.91B |
| Pension/profit sharing plans | 32 | $3.05B |
States served
CA, IL
All web addresses on file
Official SEC filing: View on IAPD