Morton Wealth
Morton Wealth is a private equity manager in Calabasas, CA. It is registered with the SEC as an investment adviser with $3.5B in regulatory assets and 58 staff. It has 1 fund on file, the latest reported in April 2024.
Funds on file
1
Raised, all funds
$96.1M
Regulatory assets
$3.5B
Staff
58
Pension investors
None found
See the adviser's own filing →
Latest fund filing
Funds
DateFundTypeRaisedTarget
Adviser record
RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$3.5B
Employees58
Clients724 wealthy individuals, 491 individuals, 31 pension plans, 20 companies, 12 charities and 1 private fund.
Control personsStacey, Lynn Mckinnon, Meghan, Hillary Pinchuk, Jeffrey Sarti, Sara, Minkyung Sarti, Eric, Jay Selter, Lynn, Marie Selter.
Private funds2 private funds holding $8.3M in gross assets.