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MORRISON US, LLC
CRD 315983 · SEC 801-122215
5 MARKET LANE, WELLINGTON, 6011, New Zealand
Phone
3479526718
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$27.97B
Discretionary AUM
$2.76B
Team
20 total employees; 14 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-01-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 4 | $7.68B |
| Pension/profit sharing plans | 4 | $5.74B |
| Sovereign wealth funds | 1 | $4.08B |
| Corporations/business entities | 1 | $10.47B |
All web addresses on file
Official SEC filing: View on IAPD