McMorgan & Company LLC
● SEC registered since 2001CRD 115060SEC# 801-60509San Francisco, CA
Ranks #1,011 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$7.61B
Fund GAV
$1.68B
Private funds
8
Employees
26
Accounts
221
Location
San Francisco, CA
McMorgan & Company LLC assets under management
McMorgan & Company LLC is an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 2001. It reports $7.6 billion in regulatory assets under management and employs 26 people. McMorgan & Company LLC manages 8 private funds with combined gross assets of $1.7 billion, including McMorgan Infrastructure Fund I, L.P. By regulatory assets, it ranks 1,011 of 6,030 private fund managers.
McMorgan & Company LLC private funds
8 funds · $1.68B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| McMorgan Infrastructure Fund I, L.P. | Other Private | $1.1B | $10M |
| McMorgan Infrastructure Fund II LP | Other Private | $290.3M | $10M |
| McMorgan Infrastructure Fund II (canada) LP | Other Private | $151.4M | $1M |
| McMorgan Infrastructure Fund II (erisa) LP | Other Private | $133.7M | $10M |
| McMorgan Vickers Fund VI, L.P | Venture Capital | $9.6M | $5M |
| McMorgan Opportunity Fund, LP | Other Private | $3.7M | $50K |
| McMorgan Infrastructure Bm Parallel Fund | Other Private | — | $10M |
| McMorgan Infrastructure Fund II (feeder) LP | Other Private | — | $10M |
McMorgan & Company LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew S Josef Control | General Counsel And Chief Compliance Officer | Under 5% | 2012 |
| Brian Thomas Morton Control | President, Board Of Managers, Member | 10-25% | 2002 |
| John F. Scott Santaguida Control | Ceo & Board Of Managers | 10-25% | 2008 |
| Ken Hiroshi Tsuboi Control | Chief Investment Officer | Under 5% | 2020 |
| MCM Holdings GP, LLC Control | Owner | Under 5% | 2017 |
| MCM Holdings, LP Control | Owner | Over 75% | 2017 |
Frequently asked questions
How much does McMorgan & Company LLC manage?
McMorgan & Company LLC reports $7.6 billion in regulatory assets under management on its Form ADV.
How many private funds does McMorgan & Company LLC manage?
McMorgan & Company LLC manages 8 private funds with combined gross assets of $1.7 billion.
How many employees does McMorgan & Company LLC have?
McMorgan & Company LLC reports 26 employees.
Where is McMorgan & Company LLC located?
McMorgan & Company LLC is based in San Francisco, CA and has been SEC-registered since 2001.
Does McMorgan & Company LLC disclose fund performance?
McMorgan & Company LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 33 New Montgomery Street, Suite 2000, San Francisco, CA 94105 |
| Phone | 415-788-9300 |
| Fax | 415-616-9398 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$7.61B▲ 3%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 10%
Larger than 90% of 16,306 advisers
AUM vs fund managersTop 17%
Larger than 83% of 6,030 private-fund managers
Number of fundsTop 30%
More funds than 70% of fund managers
EmployeesTop 20%
More than 80% of 16,824 advisers
Assets under management
$7.61Bregulatory AUM
Discretionary $7.6BNon-discretionary $5.3M
Fund type mix
Other Private7
Venture Capital1