Data / Investment advisers / Morrison US, LLC
Morrison US, LLC, Wellington, New Zealand: $32.5 billion AUM, SEC registered investment adviser
Morrison US, LLC is an SEC registered investment adviser with its main office in Wellington, New Zealand and reports $32.5 billion in regulatory assets under management in its Form ADV filed July 1, 2026. Its clients include corporations and other businesses, pooled investment vehicles and sovereign wealth funds and foreign official institutions. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 315983
- SEC file number
- 801-122215
- SEC status
- Approved, effective August 30, 2021
- Main office
- 5 Market Lane, Wellington, New Zealand 6011
- Phone
- (347) 952-6718
- Regulatory AUM
- $32,527,000,000 in the Form ADV filed July 1, 2026
- Discretionary AUM
- $3,196,000,000
- Non discretionary AUM
- $29,331,000,000
- Accounts
- 11
- Employees
- 20, of which 14 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 other private fund
- Gross assets of private funds
- $105,475,680
- Other offices
- 6
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 1, 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 |
|---|---|---|
| Corporations or other businesses | 1 | $11.80 billion |
| Pooled investment vehicles | 4 | $8.90 billion |
| Sovereign wealth funds and foreign official institutions | 1 | $5.93 billion |
| Pension and profit sharing plans | 4 | $5.91 billion |
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 |
|---|---|---|
| August 3, 2026 | $32.53 billion | July 1, 2026 |
| December 1, 2025 | $27.97 billion | June 27, 2025 |
Also on SpecStream
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving corporations and other businesses
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Morrison US, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.