CONSHOHOCKEN, PACRD 300795Latest ADV March 30, 2026
Morgan Properties Special Situations Ii LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Conshohocken, PA. Its latest Form ADV filing, dated March 30, 2026, reports $1.4B in regulatory assets under management, 20 employees, and 10 accounts.
Assets Under Management
$1.4B
Employees
20
Offices
--
Total Clients
10
Primary office
CONSHOHOCKEN, PA
227 WASHINGTON STREET, CONSHOHOCKEN, PA, United States
Top client segmentSEPARATELY MANAGED ACCOUNT ADVISORY CLIENTS represent 100.0% of total clients.
Top client categories% of clientsClients
1
SEPARATELY MANAGED ACCOUNT ADVISORY CLIENTS
100.0%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 30, 2026
Discretionary11.1%
$152M
11% of total RAUM11.1%
Non-discretionary88.9%
$1.2B
89% of total RAUM88.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.4B
Total Accounts10
10Y AUM Change+$1.0B (+287.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee1:1
10Y Employee Change+11 (+122.2%)
* 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.