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Morse Capital Partners, LLC
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Richmond, Virginia
$139.4 million AUM
2 offices

Morse Capital Partners, LLC is based in Richmond, Virginia and has $139.4 million in assets under management.

Location
8814 Fargo Road
Richmond, VA 23229
$139.4 million
AUM
7
Employees
AUM Share
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$139,383,669
Assets under management
476 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 103 $139,383,669 100% $1,353,240
Employees Share
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7
Employees
4
Investment analysts
57% of total employees
AUM per employee Share
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$139,383,669
Assets under management
$19,911,953
AUM per employee
$34,845,917
AUM per investment analyst
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Compensation

Morse Capital Partners, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
Services offered

Morse Capital Partners, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
Firm data Share
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CRD number 146,383
SEC number 801-68819
Legal structure Limited Liability Company
Legal governance Virginia, United States
Latest ADV filing date March 31, 2020

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