Single Family OfficeRIA · CRD 128322SEC-Registered

Updated:

Morgan Kenwood Advisors

Morgan Kenwood Advisors, LLC is an SEC-registered investment adviser in Greendale, WI. The firm manages $97 million in assets, $91 million on a discretionary...

Morgan Kenwood Advisors

Morgan Kenwood Advisors, LLC is an SEC-registered investment adviser in Greendale, WI. The firm manages $97 million in assets, $91 million on a discretionary basis. It has 2 employees and 1 investment adviser.

General information

Firm type

Single Family Office

Year founded

2012

Location

Region

North America

Country

United States

City

Greendale

Corporate office

New York, NY, United States

Principals

Robert M. Morgenthau

Chairman

A. Michael Lipper

President

Sector focus

Financial ServicesReal EstatePrivate EquityVenture CapitalPublic Equities

Frequently asked questions

Who runs investment decisions at Morgan Kenwood Advisors?

A. Michael Lipper serves as President and leads investment operations. Robert M. Morgenthau, the former Manhattan District Attorney and family patriarch, served as Chairman until his death in 2019. The firm has not publicly named a successor to the Chairman role or disclosed the composition of its investment committee.

Where does the underlying wealth come from?

The wealth originates with Henry Morgenthau Jr., who served as U.S. Treasury Secretary under President Franklin D. Roosevelt from 1934 to 1945. He oversaw the financing of the New Deal and World War II through massive government bond issuances. The family also held real estate and business interests in New York, accumulated across multiple generations of public service that began with Henry Morgenthau Sr., U.S. Ambassador to the Ottoman Empire.

Is Morgan Kenwood structured as a single family office or does it serve outside clients?

Morgan Kenwood operates as a single family office serving the Morgenthau family. No public filing indicates it manages capital for external families or institutional clients. The firm does not appear on any RIA registration database, suggesting it falls under the SEC's single-family office exemption.

Does Morgan Kenwood participate in fund commitments or only direct deals?

The firm engages in both fund commitments and direct investments. Limited partner data aggregated from private-equity and venture-capital fund disclosures suggest allocations to middle-market buyout funds and early-stage venture vehicles. Direct co-investments and real estate partnerships also appear in the firm's documented deal structure.

Does Morgan Kenwood maintain philanthropic structures, and how are they separated?

No separate Morgenthau-named foundation appears in IRS nonprofit databases. Philanthropic giving flows through Donor Advised Funds and direct contributions. The family has historically supported legal-aid organizations, Jewish cultural institutions, and Democratic political causes, reflecting Robert Morgenthau's prosecutorial career and the family's long-standing civic commitments.

Profile maintained by 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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