Morrison US, LLC
● SEC registered since 2021CRD 315983SEC# 801-122215Wellington
Reg. AUM
$27.97B
Employees
20
Accounts
10
Location
Wellington
Morrison US, LLC assets under management
Morrison US, LLC is a registered investment adviser overseen by the SEC based in Wellington. The firm has been registered since 2021. It reports $28 billion in regulatory assets under management and employs 20 people.
Morrison US, LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| H.r.l. Morrison & Co United States Holdings Limited Control | Sole Member | Over 75% | 2019 |
| Kellee Monique Clark Control | Head Of Legal | Under 5% | 2013 |
| Paul Joseph Charles Newfield Control | Chief Executive Officer | 5-10% | 2022 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Morrison US, LLC manage?
Morrison US, LLC reports $28 billion in regulatory assets under management on its Form ADV.
How many employees does Morrison US, LLC have?
Morrison US, LLC reports 20 employees.
Where is Morrison US, LLC located?
Morrison US, LLC is based in Wellington and has been SEC-registered since 2021.
Does Morrison US, LLC disclose fund performance?
Morrison US, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5 Market Lane, Wellington 6011 |
| Phone | 3479526718 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | HQ |
| Discloses disciplinary history | No |
Regulatory AUM
$27.97BNo change
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 4%
Larger than 96% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$27.97Bregulatory AUM
Discretionary $2.76BNon-discretionary $25.2B