Data / Investment advisers / California / McMorgan & Company LLC
McMorgan & Company LLC, San Francisco, CA: $7.6 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
McMorgan & Company LLC is an SEC registered investment adviser with its main office in San Francisco, California and reports $7.6 billion in regulatory assets under management in its Form ADV filed September 16, 2026. Its clients include pension and profit sharing plans, pooled investment vehicles and high net worth individuals. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 8 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 115060
- SEC file number
- 801-60509
- SEC status
- Approved, effective October 11, 2001
- Main office
- 33 New Montgomery Street Suite 2000, San Francisco, CA 94105
- Phone
- (415) 788-9300
- Website
- mcmorgan.com
- Regulatory AUM
- $7,609,155,605 in the Form ADV filed September 16, 2026
- Discretionary AUM
- $7,603,816,405
- Non discretionary AUM
- $5,339,200
- Accounts
- 221
- Employees
- 26, of which 14 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 8: 7 other private funds, 1 venture capital fund
- Gross assets of private funds
- $1,683,949,148
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 32 | $3.05 billion |
| Pooled investment vehicles | 7 | $1.91 billion |
| High net worth individuals | 15 | $12.3 million |
| Individuals (other than high net worth individuals) | 26 | $4.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $7.61 billion | March 30, 2026 |
| December 1, 2025 | $7.42 billion | June 12, 2025 |
Other advisers in San Francisco
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Robertson Stephens | San Francisco | $8.76 billion | Not listed | adviserinfo.sec.gov |
| Ironwood Capital Management Corp | San Francisco | $8.23 billion | 1 | adviserinfo.sec.gov |
| Human Interest Advisors LLC | San Francisco | $8.10 billion | Not listed | adviserinfo.sec.gov |
| Carmel Partners | San Francisco | $7.98 billion | 8 | adviserinfo.sec.gov |
| Bakeravenue | San Francisco | $7.72 billion | Not listed | adviserinfo.sec.gov |
| Osterweis Capital Management | San Francisco | $7.50 billion | Not listed | adviserinfo.sec.gov |
| Westcap Management, LLC | San Francisco | $7.44 billion | 43 | adviserinfo.sec.gov |
| Pacific Heights Asset Management, LLC | San Francisco | $7.27 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Francisco, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- McMorgan & Company LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.