MORTON CAPITAL MANAGEMENT
CRD #106549 SEC #801-19253 CALABASAS, CA 818-222-4727
SEC Registered
Total AUM
$684.6M
Discretionary
$683.3M
Employees
--
Clients
26
Accounts
1,132
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2005 | $684.6M | $683.3M | $1.3M | -- | -- |
| Feb 2005 | $600M | $598.8M | $1.2M | -- | -- |
| Mar 2004 | $600M | $598.8M | $1.2M | -- | -- |
| Mar 2002 | $383.1M | $381.8M | $1.3M | -- | -- |
DateJun 2005
Total AUM$684.6M
Discretionary$683.3M
Non-Disc.$1.3M
Employees--
Clients--
DateFeb 2005
Total AUM$600M
Discretionary$598.8M
Non-Disc.$1.2M
Employees--
Clients--
DateMar 2004
Total AUM$600M
Discretionary$598.8M
Non-Disc.$1.2M
Employees--
Clients--
DateMar 2002
Total AUM$383.1M
Discretionary$381.8M
Non-Disc.$1.3M
Employees--
Clients--