RIA Intel›Advisers›California›MORTON CAPITAL MANAGEMENT, LLC

MORTON CAPITAL MANAGEMENT, LLC

Advisory

N·CALABASAS, CA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM

$3.5B

1-Year AUM Growth

+11.2%

3-Year CAGR

+6.4%

Employees

25

Assets Under Management

Total AUM$3.5B

Discretionary AUM$3.4B

Non-Discretionary AUM$37M

Discretionary %98.9%

Total Clients1,182

Team

Total Employees25

Investment Advisers58

Employee Growth (1Y)+3.9%

Filing History

Total Filings on Record55

First FilingJul 12, 2006

Latest FilingMar 25, 2026

🔒 Full AUM trend chart and 55 historical filings spanning 20+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MORTON CAPITAL MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.