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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...
Overview
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
RIA
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
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.
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.
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