Mcmorgan Acquisition Company LLC (San Francisco)

Mcmorgan Acquisition Company LLC is a large advisory firm based in San Francisco. It manages $26.37 billion of regulatory assets for 395 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and Oregon.

Mcmorgan Acquisition Company provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mcmorgan Acquisition Company: assets under management

The assets under management (AUM) of Mcmorgan Acquisition Company LLC is $26.37 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $26.37 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $66.76 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mcmorgan Acquisition Company LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mcmorgan Acquisition Company LLC

Ravi Akhoury has been acting as President since 1 Sep 2001. Melvin William Petersen has served as the Chief Investment Officer since 1 Sep 2001 and Gary Edward Wendlandt is the Chief Executive Officer of Mcmorgan Acquisition Company LLC family office. Thomas Allan Morton joined the executive team most recently as the Chairman Emeritus.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gary Edward Wendlandt	Chief executive officer	1 May 2001	Other	4323233
Robert Anthony Anselmi	Vp/secretary	1 May 2001	Other	6268
New York Life Investment Management Holdings Llc	Member	1 May 2001	75% - 100%	55-2206682
Thomas Allan Morton	Chairman emeritus	1 Sep 2001	Other	4345751
Terry Allen O'toole	President & ceo & director	1 Sep 2001	Other	4345753
Paul Francis Morton	Exec vp & coo & director	1 Sep 2001	Other	4345758
Brian Thomas Morton	Exec vp & director	1 Sep 2001	Other	1760028
Melvin William Petersen	Chief investment officer	1 Sep 2001	Other	4345757
Robert Ree Barron	Executive vp	1 Sep 2001	Other	2466878
Michael Paul Graydon	Executive vp	1 Sep 2001	Other	2466856
Robert Mallin Hirsch	General counsel	1 Sep 2001	Other	4345761
Ravi Akhoury	Director	1 Sep 2001	Other	4340834
Stephen Craig Roussin	Director	1 Sep 2001	Other	1441872

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
New York Life Insurance Company	Indirect interest holder	1 Dec 1999	75% - 100%	13-5582869

Based in San Francisco

The principal office where Mcmorgan Acquisition Company LLC performs its advisory services is located at One Bush Street, Suite 800, San Francisco, CA 94104, which is also the mailing address of the firm. An additional office of the firm is in Burbank, CA. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 415-788-9300 or by fax 415-616-9398. The normal business hours are 8:30am to 4:30pm on Monday - Friday.