Investment adviser · CRD 315983
MORRISON US, LLC
Investment adviser filing (IA)
WELLINGTON, New Zealand · Form ADV filed Jul 1, 2026
- Regulatory AUM
- $32.5B Form ADV · Item 5.F
- Client accounts
- 11 Accounts, not individual clients
- Employees
- 20 Reported in this filing
- Advisory professionals
- 14 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 |
|---|---|---|---|
| Corporations & businesses | Fewer than 5 | $11,795,000,000 | 36.3% |
| Pooled investment vehicles | 4 | $8,900,000,000 | 27.4% |
| Sovereign wealth & foreign institutions | Fewer than 5 | $5,925,000,000 | 18.2% |
| Retirement plans | Fewer than 5 | $5,907,000,000 | 18.2% |
Filing source
Form ADV 2114648 · Jul 1, 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.
No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.
Services & filing details
Most recent filing: Jul 1, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
5 MARKET LANEWELLINGTON, 6011, New Zealand
CRD 315983
Filing source
Form ADV 2114648 · Jul 1, 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.