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Duane Morris LLP
Duane Morris LLP established its retirement plan in 1972 to deliver defined-contribution benefits to partners. Matthew A. Taylor serves as chairman while...
Duane Morris LLP
Duane Morris LLP established its retirement plan in 1972 to deliver defined-contribution benefits to partners. Matthew A. Taylor serves as chairman while Sheldon M. Bonovitz holds the chairman emeritus title. The plan maintains assets of $309 million. No asset-class allocations, named holdings, or geographic deployment details appear in available records. The firm operates additional offices in New York and Boca Raton. The plan uses PNC Advisors as custodian and platforms from Fidelity Investments and J.P. Morgan. No recent operational events from the last 24 months are recorded for the retirement plan itself. Governance ties the plan directly to the law firm’s leadership structure rather than to any external family or foundation vehicle.
General information
Firm type
Pension Fund
Year founded
1972
Location
Region
North America
Country
United States
City
Philadelphia
Corporate office
30 South 17th Street, Philadelphia, PA 19103-4196, United States
Additional offices
New York, NY, United States · Boca Raton, FL, United States
Principals
Matthew A. Taylor
Chairman
Sheldon M. Bonovitz
Chairman Emeritus
Frequently asked questions
Who runs investment decisions at Duane Morris Retirement Plan?
Matthew A. Taylor, chairman of Duane Morris LLP, oversees the plan alongside firm leadership. No separate CIO or external investment committee is named in records.
What asset classes does the Duane Morris Retirement Plan hold?
No asset-class breakdown is disclosed. The plan is a standard defined-contribution vehicle for partners.
Does the Duane Morris Retirement Plan make direct investments or fund commitments?
Available data shows no direct deals, co-investments, or external fund commitments.
Where does the Duane Morris Retirement Plan source its assets?
Contributions come from Duane Morris LLP partners under the firm’s defined-contribution structure.
How is the Duane Morris Retirement Plan governed relative to the law firm?
The plan operates as an internal employee benefit vehicle under the same leadership as Duane Morris LLP, with no separate family-office or foundation overlay disclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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