Falists
← Back to search

MORRISON US, LLC

CRD 315983 · SEC 801-122215

Visit website

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

TypeClientsAUM
Pooled investment vehicles4$7.68B
Pension/profit sharing plans4$5.74B
Sovereign wealth funds1$4.08B
Corporations/business entities1$10.47B

All web addresses on file

Official SEC filing: View on IAPD