Data / Investment advisers / Delaware / Morningside Asset Management
Morningside Asset Management, Wilmington, DE: $136 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Morningside Asset Management is an SEC registered investment adviser with its main office in Wilmington, Delaware and reports $136 million in regulatory assets under management in its Form ADV filed May 22, 2026. Its clients include pension and profit sharing plans and charitable organizations. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 268789
- SEC file number
- 801-136453
- SEC status
- Approved, effective June 8, 2026
- Legal name
- Morningside Asset Management LLC
- Main office
- 300 Delaware Avenue Suite 210, Wilmington, DE 19801
- Phone
- (302) 207-5292
- Website
- morningsideam.com
- Regulatory AUM
- $135,571,550 in the Form ADV filed May 22, 2026
- Discretionary AUM
- $135,571,550
- Accounts
- 8
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 22, 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 | 5 | $98.7 million |
| Charitable organizations | 2 | $36.9 million |
Other advisers in Wilmington
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Delaware Wealth Planners | Wilmington | $255.6 million | Not listed | adviserinfo.sec.gov |
| Windmark Investment Partners, Inc. | Wilmington | $233.3 million | Not listed | adviserinfo.sec.gov |
| Marvin & Palmer Associates | Wilmington | $195.7 million | 2 | adviserinfo.sec.gov |
| Donald W. Nicholson & Associates LTD | Wilmington | $171.2 million | Not listed | adviserinfo.sec.gov |
| Wilmington Trust Investment Management | Wilmington | $140.8 million | Not listed | adviserinfo.sec.gov |
| Benchmark Financial, LLC | Wilmington | $131.6 million | Not listed | adviserinfo.sec.gov |
| Stratfi | Wilmington | $115 million | Not listed | adviserinfo.sec.gov |
| Third Sigma Investment Advisors LLC | Wilmington | $98.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Wilmington, DE
- Investment advisers in Delaware
- Advisers with $100 million to $500 million in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving charitable organizations
- Morningside Asset Management 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.