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Stacey Lynn McKinnon

Chief Operating OfficerMorton Capital Management, LLCCRD 6526531

About Stacey Lynn McKinnon

Stacey Lynn McKinnon is listed as Chief Operating Officer at Morton Capital Management, LLC in Calabasas, CA. Form ADV reports a beneficial ownership band of 5-10%. Stacey Lynn McKinnon is associated with 3 registered advisers.

Reported ownership

Owns 5-10% of Morton Capital Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Stacey Lynn McKinnon work?

Stacey Lynn McKinnon is listed as Chief Operating Officer at Morton Capital Management, LLC on SEC Form ADV.

How much of Morton Capital Management, LLC does Stacey Lynn McKinnon own?

Form ADV reports a beneficial ownership band of 5-10%.

Morton Capital Management, LLC

TitleChief Operating Officer
Ownership5-10%
Control personYes
Since2017

M83 Investment Group, LLC

TitleChief Operating Officer And Manager
OwnershipUnder 5%
Control personYes
Since2023

M83 Investment Group, LLC

TitleManager
Ownership—
Control personYes
Since2017