Asset ManagerRIA · CRD 285650SEC-Registered

Updated:

Morse Asset Management

Morse Asset Management is an SEC-registered investment adviser with no publicly disclosed principals, strategy, or scale.

Morse Asset Management

MORSE ASSET MANAGEMENT, INC. is an SEC-registered investment adviser in DARIEN, CT, registered since 2016. The firm manages approximately $534 million in assets. It has 6 employees and 5 investment advisers.

General information

Firm type

RIA

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who runs investment decisions at Morse Asset Management?

No named principals or investment committee members have been publicly identified. Regulatory filings may list key personnel, but those details are not available in general public sources. The firm's ownership structure remains undisclosed.

What investment services does Morse Asset Management offer?

As an SEC-registered investment adviser, Morse Asset Management likely provides discretionary portfolio management for clients. The specific asset classes, strategies, and custody arrangements are not publicly documented.

Is Morse Asset Management a family office or a traditional asset manager?

The firm is registered as a corporation and classified as an investment adviser, suggesting it operates as a traditional asset manager or RIA rather than a family office. No evidence points to a wealth-origin family or multi-family office structure.

How can potential clients or partners engage with Morse Asset Management?

The firm has no publicly listed website, email, or phone number in general sources. Engagement likely requires direct referral or legal discovery through SEC records. This is highly unusual for an RIA seeking new clients.

Does Morse Asset Management manage funds or separate accounts?

Regulatory filings do not specify fund structures. The firm may manage pooled investment vehicles or separate accounts, but no fund names, strategies, or performance data are publicly available.

What is Morse Asset Management's regulatory history?

As an SEC-registered adviser, the firm is subject to regular examinations and disclosure requirements. No material disciplinary events have surfaced in public records, but the firm's compliance status cannot be verified from available sources.

Where is Morse Asset Management headquartered?

The firm's physical address is not confirmed in public sources. Corporate registration documents may list a state of incorporation, but no city or operational headquarters has been disclosed.

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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