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Morgan Properties Special Situations II LLC

● SEC registered since 2020CRD 300795SEC# 801-118135Conshohocken, PA
Export (members)
Reg. AUM
$1.37B
Employees
20
Accounts
10
Location
Conshohocken, PA

Morgan Properties Special Situations II LLC assets under management

Morgan Properties Special Situations II LLC is a registered investment adviser overseen by the SEC based in Conshohocken, PA. The firm has been registered since 2020. It reports $1.4 billion in regulatory assets under management and employs 20 people.

Morgan Properties Special Situations II LLC owners & executives

6 reported
NameTitleOwnershipSince
Jason A Morgan ControlPresidentUnder 5%2019
Marina Nmn Dikos ControlChief Financial OfficerUnder 5%2023
Michael Schecter ControlGeneral Counsel & Chief Compliance OfficerUnder 5%2019
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Frequently asked questions

How much does Morgan Properties Special Situations II LLC manage?

Morgan Properties Special Situations II LLC reports $1.4 billion in regulatory assets under management on its Form ADV.

How many employees does Morgan Properties Special Situations II LLC have?

Morgan Properties Special Situations II LLC reports 20 employees.

Where is Morgan Properties Special Situations II LLC located?

Morgan Properties Special Situations II LLC is based in Conshohocken, PA and has been SEC-registered since 2020.

Does Morgan Properties Special Situations II LLC disclose fund performance?

Morgan Properties Special Situations II LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address227 Washington Street, Conshohocken, PA 19428
Phone610-265-2800
Office hours9a.m.-5p.m. Est
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Regulatory AUM

$1.37B▲ 4%
Mar '25 — $1.32BApr '25 — $1.32BMay '25 — $1.32BJun '25 — $1.32BJul '25 — $1.32BAug '25 — $1.32BSep '25 — $1.32BOct '25 — $1.32BNov '25 — $1.32BDec '25 — $1.32BJan '26 — $1.32BFeb '26 — $1.32BMar '26 — $1.37BApr '26 — $1.37BMay '26 — $1.37BJun '26 — $1.37B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers

Assets under management

$1.37Bregulatory AUM
Discretionary $152.1MNon-discretionary $1.22B