Investment adviser · CRD 285164
MORNINGSTAR RESEARCH SERVICES LLC
Investment adviser filing (IA)
CHICAGO, IL, United States · Form ADV filed Mar 26, 2025
- Employees
- 129 Reported in this filing
- Advisory professionals
- 128 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
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 |
|---|---|---|---|
| Banks & thrifts | 25 | $0 | Not reported |
| Pooled investment vehicles | 33 | $0 | Not reported |
| Government entities | 7 | $0 | Not reported |
| Other investment advisers | 163 | $0 | Not reported |
| Insurance companies | 2 | $0 | Not reported |
| Corporations & businesses | 43 | $0 | Not reported |
Filing source
Form ADV 1926795 · Mar 26, 2025 · 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 26, 2025. View historical filings
Reported services
Selection of other advisers
Compensation
Fixed
Principal office
22 WEST WASHINGTON STREETCHICAGO, IL, 60602, United States
CRD 285164
Filing source
Form ADV 1926795 · Mar 26, 2025 · 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.