MORSE CAPITAL PARTNERS, LLC
Adviser information for MORSE CAPITAL PARTNERS, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Virginia, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 2 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 286 | $208.5M |
| Non-Discretionary | 0 | $0 |
| Total | 286 | $208.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 36 | $380,797 |
| HNW Individuals | 51 | $208.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFINANCIAL PLANNING FEE |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 0 |
Identifiers
| SEC RIA File Number | 801-68819 |
|---|---|
| SEC ERA File Number | 801-68819 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 146383 |
| Legal Entity Identifier | None |
Principal Office
9030 STONY POINT PARKWAYSUITE 590
RICHMOND
VA
United States
Monday - Friday, 8:30 AM - 5:30 PM
Tel: 804.888.7771, Fax: 804.888.7778
Websites
Chief Compliance Officer
ASHLEIGH SWAYZE
5 INDEPENDENCE WAY
SUITE 300
PRINCETON
NJ
United States
Tel:
646-395-3900
I***@************M
(Full email address available in API data)
Industry Affiliates
| MAVEN ASSET PARTNERS | Other investment adviser, including financial planners |
| WFA OF SAN DIEGO | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MORSE, MARVIN, BRENT | Individual | – | MANAGING MEMBER | 01/2008 | 50-75% |
| FREEMAN, ROBERT, MALLORY | Individual | – | DIRECTOR, SENIOR CONSULTANT | 08/2011 | 50-75% |
| SWAYZE, ASHLEIGH, COOPER | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2022 | < 5% |