other names
  • MORRISON US, LLC
  • H.R.L MORRISON & CO
  • H.R.L. MORRISON & CO (US) LLC
  • H.R.L MORRISON & CO (US) LLC
  • MORRISON & CO
  • MORRISON GLOBAL
  • MORRISON

Adviser Profile

As of Date 01/30/2026
Registration SEC, Approved, 08/30/2021
ADV Location WELLINGTON, New Zealand
Contact Info 347 xxxxxxx
Websites
AUM* 27,967,200,000
of that, discretionary 2,763,200,000 2%
Private Fund GAV* 0
Avg Account Size 2,796,720,000 9%
SMA’s No
Private Funds 2

Adviser Type

- Outside the United States

Number of Employees 20 5%

of those in investment advisory functions 14

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

25B 22B 18B 14B 11B 7B 4B
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

SEC Fund Type Count GAV
Fund TypeOther Private Fund Count2 GAV$

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser U.S. CAPITAL WEALTH ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund18.7m Total Private Fund GAV18.7m AUM8.8b #Funds1
Adviser KENNEDY LEWIS MANAGEMENT LP Hedge Fund- Liquidity Fund- Private Equity Fund3.5b Real Estate Fund886.8m Securitized Asset Fund- Venture Capital Fund- Other Fund9.0b Total Private Fund GAV13.4b AUM11.5b #Funds59
Adviser RICHMOND CAPITAL MANAGEMENT INC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund1.5b Total Private Fund GAV1.5b AUM5.9b #Funds2
Adviser PINNACLE ASSOCIATES, LTD. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund176.1m Total Private Fund GAV176.1m AUM10.4b #Funds4
Adviser PENTEGRA INVESTORS, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund4.1m Total Private Fund GAV4.1m AUM5.6b #Funds1
Adviser ASSET PRESERVATION ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM11.1b #Funds-
Adviser CITY OF LONDON INVESTMENT MANAGEMENT COMPANY LIMITED Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund3.6b Total Private Fund GAV3.6b AUM6.8b #Funds18
Adviser CHOATE INVESTMENT ADVISORS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund223.3m Total Private Fund GAV223.3m AUM10.0b #Funds4
Adviser MANULIFE INVESTMENT MANAGEMENT TIMBERLAND AND AGRICULTURE INC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund2.3b Total Private Fund GAV2.3b AUM6.7b #Funds4
Adviser DSM CAPITAL PARTNERS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund543.8m Total Private Fund GAV543.8m AUM7.6b #Funds4

Brochure Summary