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Building 2MORRISON US, LLC

Map pinWELLINGTON
Phone3479526718
NotebookSEC #801-122215
Total AUM
$28B
Employees
20
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5 MARKET LANE
WELLINGTON
6011
New Zealand
Operating Hours
9AM - 5PM
Monday - Friday
Phone
3479526718
Other Offices
6

ReceiptFinancials

Total AUM
$28B
Accounts
10
Discretionary
$2.8B
Accounts
3
Non-Discretionary
$25.2B
Accounts
7

ContactClients

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Pooled Vehicle Clients
4
AUM
$7.7B
Pension/Profit Sharing Plan Clients
4
AUM
$5.7B
Sovereign Wealth Fund Clients
1
AUM
$4.1B
Corporation or Business Clients
1
AUM
$10.5B

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 24 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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