Investment adviser · CRD 105339
MORLEY CAPITAL MANAGEMENT, INC.
Investment adviser filing (IA)
PORTLAND, OR, United States · Form ADV filed Mar 23, 2018
- Regulatory AUM
- $17B Form ADV · Item 5.F
- Client accounts
- 17 Accounts, not individual clients
- Employees
- 27 Reported in this filing
- Advisory professionals
- 13 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 9 | $11,848,884,532 | 69.6% |
| Retirement plans | 7 | $4,742,589,011 | 27.9% |
| Government entities | Fewer than 5 | $421,798,789 | 2.5% |
Filing source
Form ADV 1184765 · Mar 23, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 23, 2018. View historical filings
Reported services
Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
1300 SW FIFTH AVENUE, SUITE 3300PORTLAND, OR, 97201-5602, United States
CRD 105339
Filing source
Form ADV 1184765 · Mar 23, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.