Jeffrey Sarti
Ceo & ManagerMorton Capital Management, LLCCRD 4837493
About Jeffrey Sarti
Jeffrey Sarti is listed as Ceo & Manager at Morton Capital Management, LLC in Calabasas, CA. Form ADV reports a beneficial ownership band of Under 5%. Jeffrey Sarti is associated with 3 registered advisers.
Reported ownership
Owns Under 5% of Morton Capital Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jeffrey Sarti work?
Jeffrey Sarti is listed as Ceo & Manager at Morton Capital Management, LLC on SEC Form ADV.
How much of Morton Capital Management, LLC does Jeffrey Sarti own?
Form ADV reports a beneficial ownership band of Under 5%.
Morton Capital Management, LLC
| Title | Ceo & Manager |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2013 |
M83 Investment Group, LLC
| Title | Chief Executive Officer And Manager |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |
M83 Investment Group, LLC
| Title | Trustee |
| Ownership | — |
| Control person | Yes |
| Since | 2013 |