Investment adviser · CRD 268789
MORNINGSIDE ASSET MANAGEMENT
Investment adviser filing (IA)
MORNINGSIDE ASSET MANAGEMENT LLC
WILMINGTON, DE, United States · Form ADV filed May 22, 2026
- Regulatory AUM
- $136M Form ADV · Item 5.F
- Client accounts
- 8 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 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 |
|---|---|---|---|
| Retirement plans | 5 | $98,687,887 | 72.8% |
| Charities | Fewer than 5 | $36,883,663 | 27.2% |
Filing source
Form ADV 2107828 · May 22, 2026 · 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: May 22, 2026. View historical filings
Reported services
Business portfolio management
Compensation
Percentage of assets
Principal office
300 DELAWARE AVENUE, SUITE 210WILMINGTON, DE, 19801, United States
CRD 268789
Filing source
Form ADV 2107828 · May 22, 2026 · 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.