# Morgan Kenwood Advisors

Morgan Kenwood Advisors is a RIA based in Greendale, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Greendale, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** morgankenwood.com

## Regulatory record

- **CRD number:** 128322
- **SEC file number:** 801-66997
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/128322

## About

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.

## Sectors

- Financial Services
- Real Estate
- Private Equity
- Venture Capital
- Public Equities

## People

- Robert M. Morgenthau — Chairman
- A. Michael Lipper — President

## 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.

## Related profiles

- [Rexford Capital](https://altss.com/profile/rexford-capital)
- [Garden State Retirement Specialists](https://altss.com/profile/garden-state-retirement-specialists-llc)

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Last updated: 2026-07-06T01:24:21.606Z

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