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Morse Asset Management, Inc.

● SEC registered since 2016CRD 285650SEC# 801-108550Darien, CT
Export (members)
Reg. AUM
$534.3M
Employees
6
Accounts
287
Location
Darien, CT

Morse Asset Management, Inc. assets under management

Morse Asset Management, Inc. operates as an SEC-registered investment adviser based in Darien, CT. The firm has been registered since 2016. It reports $534.3 million in regulatory assets under management and employs 6 people.

Morse Asset Management, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Ian Andrew McLaughlin ControlChief Compliance Officer & Executive Vice President10-25%2017
Jian H Wang ControlVice President & Treasurur10-25%2017
Lauren Koby Adelman ControlVice President5-10%2017
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Frequently asked questions

How much does Morse Asset Management, Inc. manage?

Morse Asset Management, Inc. reports $534.3 million in regulatory assets under management on its Form ADV.

How many employees does Morse Asset Management, Inc. have?

Morse Asset Management, Inc. reports 6 employees.

Where is Morse Asset Management, Inc. located?

Morse Asset Management, Inc. is based in Darien, CT and has been SEC-registered since 2016.

Does Morse Asset Management, Inc. disclose fund performance?

Morse Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address23 Old Kings Highway South, Suite 200, Darien, CT 06820
Phone646-568-4083
Fax646-219-2674
Office hours9a.m.-5p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Regulatory AUM

$534.3M▲ 13%
Mar '25 — $472.2MApr '25 — $472.2MMay '25 — $472.2MJun '25 — $472.2MJul '25 — $472.2MAug '25 — $472.2MSep '25 — $472.2MOct '25 — $472.2MNov '25 — $472.2MDec '25 — $472.2MJan '26 — $472.2MFeb '26 — $472.2MMar '26 — $534.3MApr '26 — $534.3MMay '26 — $534.3MJun '26 — $534.3M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$534.3Mregulatory AUM
Discretionary $534.3M