Morrison Us, Llc
- Regulatory AUM
- $32.5B
- Discretionary
- $3.2B
- Clients
- 10
- Avg AUM / client
- $3.3B
- Accounts
- 11
- Employees
- 20
AUM over time
Annual snapshots from Form ADV filings · as of Jul 01, 2026
Asset allocation (SMA assets by investment type)
as of Jul 01, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $8.9B | 27.4% |
| Pension and profit sharing plans | 4 | $5.9B | 18.2% |
| Sovereign wealth funds and foreign official institutions | 1 | $5.9B | 18.2% |
| Corporations and other businesses | 1 | $11.8B | 36.3% |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Morrison, Robert, William Bentley | Trustee | Sep 2011 (15y) | GP / trustee / elected manager of H.R.L. Morrison & Co Group Limited Partnership (indirect) | |
| Stewart, Andrew, James | Trustee | Sep 2011 (15y) | GP / trustee / elected manager of H.R.L. Morrison & Co Group Limited Partnership (indirect) | |
| Howard, Anthony, James William | Trustee | Dec 2012 (14y) | GP / trustee / elected manager of H.R.L. Morrison & Co Group Limited Partnership (indirect) | |
| Clark, Kellee, Monique | Head Of Legal | Mar 2013 (13y) | Less than 5% | |
| Saville, Duncan, Paul | Member | Nov 2016 (10y) | GP / trustee / elected manager of H.R.L. Morrison & Co Group Limited Partnership (indirect) | |
| Smales, William, Oliver Clayton | Chief Investment Officer | Dec 2021 (5y) | Less than 5% | |
| Newfield, Paul, Joseph Charles | Chief Executive Officer | Jan 2022 (5y) | 5% – 10% | |
| Graham, Andrew, David Heydon | Head Ofcompliance / Chief Compliance Officer | Nov 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| H.R.L. Morrison & Co United States Holdings Limited | Sole Member | Dec 2019 | A | 75% or more |
| H.R.L. Morrison & Co Group Limited Partnership | Sole Shareholder | Dec 2019 | B | ≈ 56.25% – 100% via H.R.L. Morrison & Co United States Holdings Limited |
| H.R.L Morrison & Co Group Gp Limited | General Partner | Dec 2013 | B | GP / trustee / elected manager of H.R.L. Morrison & Co Group Limited Partnership (indirect) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- H.R.L. Morrison & Co Group Limited Partnership: 75% – 100% of H.R.L. Morrison & Co United States Holdings Limited × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 2.14 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗