Overview
Assets Under Management: $1.4 billion
Headquarters: CHAPEL HILL, NC
Frequently Asked Questions
MORGAN CREEK CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #138401), MORGAN CREEK CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
MORGAN CREEK CAPITAL MANAGEMENT, LLC is headquartered in CHAPEL HILL, NC.
According to their SEC Form ADV, MORGAN CREEK CAPITAL MANAGEMENT, LLC offers portfolio management for businesses, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
MORGAN CREEK CAPITAL MANAGEMENT, LLC manages $1.4 billion in client assets according to their SEC filing dated April 29, 2024.
According to their SEC Form ADV, MORGAN CREEK CAPITAL MANAGEMENT, LLC serves businesses and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 1.17%
Total Client Accounts: 42
Discretionary Accounts: 37
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 138401
Filing ID: 1870584
Last Filing Date: 2024-04-29 13:26:00