Morley Capital Management, Inc. is a large advisory firm based in Portland. It manages $17.01 billion of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Oregon.
Morley Capital Management provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, 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 Morley Capital Management, Inc. is $17.01 billion. The firm's AUM has grown by 19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Morley Capital Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to pooled investment vehicles and pension and profit sharing plans. The largest group of clients of James Patrick Mccaughan is pooled investment vehicles with 9 clients and $11.85 billion of assets under management. Among the 5 most similar advisory firms, Morley Capital Management has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $16.59 billion for 16 clients. None of the firm’s clients are foreign persons or businesses.
Morley Capital Management doesn't advise any private funds.
The company employs 27 people that are either part- or full-time employees. 48 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person 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.
James Patrick Mccaughan has been acting as President since 1 Aug 2007. William Matt Finley has served as the Chief Investment Officer since 1 Apr 2010. Patrick Gregory Halter joined the executive team most recently as the Director.
The principal office where Morley Capital Management, Inc. performs its advisory services is located at 1300 Sw Fifth Avenue, Portland, OR 97201 5602, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 503-484-9300 or by fax 866-319-6658. The normal business hours are 7:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at member.morley.com/.