Morse Capital Partners, LLC is a large advisory firm based in Richmond. It manages $173.33 million of regulatory assets for 652 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, New York, North Carolina, and Virginia.
Morse Capital Partners provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Morse Capital Partners, LLC is $173.33 million. The firm's AUM has grown by 127% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Morse Capital Partners, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Morse Capital Partners is high net worth individuals with 26 clients and $107.32 million of assets under management. Among the 8 most similar advisory firms, Morse Capital Partners has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $173.33 million for 143 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Morse Capital Partners doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Andrew Michael Valerie has served as the Chief Investment Officer since 1 Jan 2009. Sarah Margaret Westbrook joined the executive team most recently as the Chief Compliance Officer.
The principal office where Morse Capital Partners, LLC performs its advisory services is located at 8814 Fargo Road, Richmond, VA 23229, which is also the mailing address of the firm. An additional office of the firm is in Raleigh, NC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 804.888.7771 or by fax 804.888.7778. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at morsecapitalpartners.com.