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MORRISON US, LLC
CRD 315983File 801-122215
APPROVED
Custody
Filing as of Jul 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$32.53B
Top 10% of cohort (national)
Discretionary AUM
$3.20B
Non-discretionary $29.33B
Clients
10
11 accounts
Employees
20
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Aug 30, 2021
- Principal office
- 5 MARKET LANE, WELLINGTON, 6011
- Phone
- 3479526718
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $32.53B
- Discretionary AUM
- $3.20B
- Non-discretionary AUM
- $29.33B
- Discretionary accounts
- 4
- Non-discretionary accounts
- 7
- Total accounts
- 11
- AUM per client
- $3.25B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $11.79B |
| Non-U.S. persons | Fewer than 5 | $5.92B |
| Pooled investment vehicles | 4 | $8.90B |
| Pension and profit sharing plans | Fewer than 5 | $5.91B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.