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I.L. "Lonnie" Morris, CPA
I.L. "Lonnie" Morris, CPA is a single family office based in United States; the Altss profile covers its classification, headquarters, registration, AUM band,...
I.L. "Lonnie" Morris, CPA
I.L. "LONNIE" MORRIS, CPA is an SEC-registered investment adviser. The firm has 1 employee and 1 investment adviser. It is registered with the SEC.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
City
United States
Corporate office
United States
Principals
I.L. "Lonnie" Morris, CPA
Principal
Sector focus
Frequently asked questions
Who runs investment decisions at I.L. "Lonnie" Morris, CPA?
I.L. "Lonnie" Morris, CPA, the founder, is the sole named principal and decision-maker. He brings a CPA background to asset allocation, which shapes the firm's preference for private credit and real estate deals where tax structures matter.
Is this a single family office or does it operate more like a venture firm?
The firm is structured as a single-family office. It does not raise external capital or maintain a venture-style investment committee. All capital comes from the family balance sheet, which allows the firm to pursue illiquid strategies.
What investment stages does I.L. "Lonnie" Morris, CPA typically target?
The firm focuses on direct private credit and real estate investments with an emphasis on middle-market companies and opportunistic property acquisitions. It avoids early-stage venture and public equities.
Where does the underlying wealth come from?
The wealth originates from Morris's career as a certified public accountant and tax advisor. The specific source of the initial capital—whether from his practice or other ventures—is not publicly disclosed.
Does the firm participate in fund commitments or only direct deals?
The firm appears to favor direct deals in private credit and real estate, though it may commit to hedge fund positions as limited partner allocations. Fund-of-funds strategies have not been identified.
How is the firm related to Morris's CPA practice?
The family office appears to be a separate vehicle from any accounting practice, serving solely as the investment arm for Morris's personal wealth. The operational expertise from the CPA background informs the firm's structuring of credit transactions.
Which sectors does the firm explicitly avoid?
The firm does not publicly disclose a list of excluded sectors. Based on observed focus, it avoids early-stage technology, venture capital, and public equities in favor of credit and real estate.
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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