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Firm profile

Morningside Asset Management

WILMINGTON, DECRD 268789Registration Status: ApprovedEffective since June 8, 2026Latest ADV May 22, 2026

Morningside Asset Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wilmington, DE. Its latest Form ADV filing, dated May 22, 2026, reports $136M in regulatory assets under management, 4 employees, 2 offices, and 8 accounts.

Assets Under Management
$136M
Employees
4
Offices
2 offices
Total Clients
7
Primary office
WILMINGTON, DE
300 DELAWARE AVENUE, SUITE 210, WILMINGTON, DE, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOKyle V. Myers
CCORandy J. Heinig
CIOJawanza T. Hughes

Advisory services offered

1 types reported
Portfolio management for businesses

Fee models offered

1 types reported
Asset based fees
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentPension Plans represent 71.4% of total clients.
Top client categories% of clientsClients
1
Pension Plans
71.4%
5
2
Charitable
28.6%
2
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$136Mas of May 22, 2026
Discretionary100.0%
$136M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$136M
Total Accounts8
10Y AUM Change—

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee2:1
10Y Employee Change—

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

This firm has a multi year gap in available SEC ADV filing history between 2015 and 2026. Charts show the most recent available filing segment under this CRD.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.