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
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 14, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BREHM, PRISCILLA, ANN | I | VP, SECRETARY/CHIEF COMPLIANCE OFFICER | NA | Control |
| BREHM, PRISCILLA, ANN | I | VP, SECRETARY/CHIEF COMPLIANCE OFFICER | NA | Control |
| BREHM, PRISCILLA, ANN | I | VP, SECRETARY/CHIEF COMPLIANCE OFFICER | NA | Control |
| BREHM, PRISCILLA, ANN | I | VP, CCO, SECRETARY | NA | Control |
| EISFELDER, JEFF, NATHAN | I | INVESTMENT ADVISOR | NA | Control |
| KANE, ALAN, STEVEN | I | INVESTMENT ADVISOR | NA | Control |
| KANE, ALAN, STEVEN | I | INVESTMENT ADVISOR | NA | Control |
| KANE, ALAN, STEVEN | I | INVESTMENT ADVISOR | NA | Control |
| KANE, ALAN, STEVEN | I | INVESTMENT ADVISOR | NA | Control |
| KULLA, NORMAN | I | INVESTMENT ADVISOR | NA | Control |
| KULLA, NORMAN | I | INVESTMENT ADVISOR | NA | Control |
| KULLA, NORMAN | I | INVESTMENT ADVISOR | NA | Control |
| KULLA, NORMAN | I | INVESTMENT ADVISOR | NA | Control |
| KUSHNER, GREGORY, PAUL | I | INVESTMENT ADVISOR | NA | Control |
| MORTON CAPITAL MANAGEMENT 401(K) PROFIT SHARING STOCK BONUS PLAN | DE | TRUST | NA | Control |
| MORTON CAPITAL MANAGEMENT 401(K) PROFIT SHARING STOCK BONUS PLAN | DE | TRUST | NA | Control |
| MORTON CAPITAL MANAGEMENT 401(K) PROFIT SHARING STOCK BONUS PLAN | DE | TRUST | NA | Control |
| MORTON, LON | I | CEO, PRESIDENT & COB | NA | Control |
| MORTON, LON | I | CEO, PRESIDENT & COB | NA | Control |
| MORTON, LON | I | CEO, PRESIDENT & COB | NA | Control |
| MORTON, LON | I | CEO, PRESIDENT & COB | NA | Control |
| MORTON, ROXANNA, FAYE | I | TRUSTEE | NA | |
| MORTON, ROXANNA, FAYE | I | TRUSTEE | NA | |
| MORTON, ROXANNA, FAYE | I | TRUSTEE | NA | |
| MORTON, ROXANNA, FAYE | I | TRUSTEE | NA | |
| NAIMAN, JASON, REEVES | I | VP | NA | Control |
| NAIMAN, JASON, REEVES | I | VP | NA | Control |
| NAIMAN, JASON, REEVES | I | VP | NA | Control |
| NAIMAN, JASON, REEVES | I | VP | NA | Control |
| SELTER, ERIC, JAY | I | INVESTMENT ADVISOR | NA | Control |
| SELTER, ERIC, JAY | I | INVESTMENT ADVISOR | NA | Control |
| SELTER, ERIC, JAY | I | INVESTMENT ADVISOR | NA | Control |
| SELTER, ERIC, JAY | I | INVESTMENT ADVISOR | NA | Control |
| MORTON FAMILY TRUST | DE | TRUST | E | Control |
| MORTON FAMILY TRUST | DE | TRUST | E | Control |
| MORTON FAMILY TRUST | DE | TRUST | E | Control |
| MORTON FAMILY TRUST | DE | TRUST | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MORTON, LON | I | MORTON FAMILY TRUST | D | Control |
| MORTON, LON | I | MORTON FAMILY TRUST | D | Control |
| MORTON, LON | I | MORTON FAMILY TRUST | D | Control |
| MORTON, LON | I | MORTON FAMILY TRUST | D | Control |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | D | |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | D | |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | D | |
| MORTON, ROXANNA, FAYE | I | MORTON FAMILY TRUST | D |
Registrations
Federal
IA
Jun 14, 2005 REGISTERED
Notice Filings (6)
CA GA NV NY OR TX
Address
23945 CALABASAS RD STE 203CALABASAS, CA 91302
USA
Phone: 818-222-4727