Mcmorgan Acquisition Company LLC (San Francisco)


Mcmorgan Acquisition Company LLC is a large advisory firm based in San Francisco. It manages $26.37 billion of regulatory assets for 395 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and Oregon.

Mcmorgan Acquisition Company provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mcmorgan Acquisition Company: assets under management

The assets under management (AUM) of Mcmorgan Acquisition Company LLC is $26.37 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $26.37 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $66.76 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mcmorgan Acquisition Company LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mcmorgan Acquisition Company LLC

Ravi Akhoury has been acting as President since 1 Sep 2001. Melvin William Petersen has served as the Chief Investment Officer since 1 Sep 2001 and Gary Edward Wendlandt is the Chief Executive Officer of Mcmorgan Acquisition Company LLC family office. Thomas Allan Morton joined the executive team most recently as the Chairman Emeritus.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Gary Edward Wendlandt Chief executive officer 1 May 2001 Other 4323233
Robert Anthony Anselmi Vp/secretary 1 May 2001 Other 6268
New York Life Investment Management Holdings Llc Member 1 May 2001 75% - 100% 55-2206682
Thomas Allan Morton Chairman emeritus 1 Sep 2001 Other 4345751
Terry Allen O'toole President & ceo & director 1 Sep 2001 Other 4345753
Paul Francis Morton Exec vp & coo & director 1 Sep 2001 Other 4345758
Brian Thomas Morton Exec vp & director 1 Sep 2001 Other 1760028
Melvin William Petersen Chief investment officer 1 Sep 2001 Other 4345757
Robert Ree Barron Executive vp 1 Sep 2001 Other 2466878
Michael Paul Graydon Executive vp 1 Sep 2001 Other 2466856
Robert Mallin Hirsch General counsel 1 Sep 2001 Other 4345761
Ravi Akhoury Director 1 Sep 2001 Other 4340834
Stephen Craig Roussin Director 1 Sep 2001 Other 1441872

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
New York Life Insurance Company Indirect interest holder 1 Dec 1999 75% - 100% 13-5582869

Based in San Francisco

The principal office where Mcmorgan Acquisition Company LLC performs its advisory services is located at One Bush Street, Suite 800, San Francisco, CA 94104, which is also the mailing address of the firm. An additional office of the firm is in Burbank, CA. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 415-788-9300 or by fax 415-616-9398. The normal business hours are 8:30am to 4:30pm on Monday - Friday.