MCMORGAN & COMPANY LLC
CRD #115060 SEC #801-60509 SAN FRANCISCO, CA 415-788-9300
SEC Registered Private Funds
Total AUM
$7.4B
Discretionary
$7.4B
Employees
29
Clients
--
Accounts
238
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $7.4B | $7.4B | $5.9M | 29 | 0 |
| Mar 2025 | $7.4B | $7.4B | $5.9M | 29 | 0 |
| Dec 2024 | $7.1B | $7B | $5.5M | 31 | 0 |
| Jun 2024 | $7.1B | $7B | $5.5M | 31 | 0 |
| Mar 2024 | $7.1B | $7B | $5.5M | 31 | 0 |
| Oct 2023 | $6.6B | $6.6B | $24.9M | 31 | 0 |
| Aug 2023 | $6.6B | $6.6B | $24.9M | 31 | 0 |
| Jun 2023 | $6.6B | $6.6B | $24.9M | 31 | 0 |
| Mar 2023 | $6.6B | $6.6B | $24.9M | 31 | 0 |
| Jul 2022 | $7.3B | $7.3B | $27.3M | 30 | 0 |
| May 2022 | $7.3B | $7.3B | $27.3M | 30 | 0 |
| Mar 2022 | $7.3B | $7.3B | $27.3M | 30 | 0 |
| Feb 2022 | $7B | $7B | $27.3M | 29 | 0 |
| Jan 2022 | $7B | $7B | $27.3M | 29 | 0 |
| Apr 2021 | $7B | $7B | $27.3M | 29 | 0 |
| Mar 2021 | $7B | $7B | $27.3M | 29 | 0 |
| Nov 2020 | $7B | $7B | $21.6M | 30 | 0 |
| Jul 2020 | $7B | $7B | $21.6M | 27 | 0 |
| Mar 2020 | $7B | $7B | $21.6M | 27 | 0 |
| May 2019 | $6.3B | $6.3B | $29.1M | 26 | 0 |
| Mar 2019 | $6.3B | $6.3B | $29.1M | 26 | 0 |
| Mar 2018 | $6.5B | $6.5B | $29.6M | 25 | 0 |
| Mar 2017 | $5.8B | $5.7B | $11.2M | 25 | 163 |
| Mar 2016 | $5.4B | $5.4B | $10.3M | 27 | 200 |
| Mar 2015 | $5.5B | $5.5B | $11.3M | 27 | 200 |
| Mar 2014 | $4.3B | $4.2B | $12.2M | 25 | 200 |
| Apr 2013 | $4.5B | $4.5B | $11.9M | 25 | 200 |
| Jul 2012 | $4.6B | $4.6B | $10.4M | 51 | 200 |
| Jun 2012 | $5.5B | $5.5B | $5.8M | 51 | 200 |
| Apr 2012 | $5.5B | $5.5B | $5.8M | 51 | 200 |
| Mar 2012 | $5.5B | $5.5B | $5.8M | 51 | 200 |
| Dec 2011 | $6.3B | $6.3B | $62.5M | 51 | 251 |
| Jul 2011 | $6.3B | $6.3B | $62.5M | 51 | -- |
| Mar 2011 | $6.3B | $6.3B | $62.5M | 51 | -- |
| Jan 2011 | $7.2B | $7.2B | $0 | 51 | -- |
| Jan 2011 | $7.2B | $7.2B | $0 | 51 | -- |
| Aug 2010 | $7.2B | $7.2B | $0 | 51 | -- |
| May 2010 | $7.2B | $7.2B | $0 | 51 | -- |
| Apr 2010 | $7.2B | $7.2B | $0 | 51 | -- |
| Mar 2007 | $13.7B | $13.7B | $0 | 51 | -- |
| Jun 2004 | $22.2B | $22.2B | $0 | 51 | -- |
| Mar 2004 | $22.2B | $22.2B | $0 | 51 | -- |
| Mar 2002 | $26.6B | $26.6B | $0 | 51 | -- |
| Oct 2001 | $26.4B | $26.4B | $0 | 51 | -- |
| Oct 2001 | $26.4B | $26.4B | $0 | 51 | -- |
DateJun 2025
Total AUM$7.4B
Discretionary$7.4B
Non-Disc.$5.9M
Employees29
Clients0
DateMar 2025
Total AUM$7.4B
Discretionary$7.4B
Non-Disc.$5.9M
Employees29
Clients0
DateDec 2024
Total AUM$7.1B
Discretionary$7B
Non-Disc.$5.5M
Employees31
Clients0
DateJun 2024
Total AUM$7.1B
Discretionary$7B
Non-Disc.$5.5M
Employees31
Clients0
DateMar 2024
Total AUM$7.1B
Discretionary$7B
Non-Disc.$5.5M
Employees31
Clients0
DateOct 2023
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$24.9M
Employees31
Clients0
DateAug 2023
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$24.9M
Employees31
Clients0
DateJun 2023
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$24.9M
Employees31
Clients0
DateMar 2023
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$24.9M
Employees31
Clients0
DateJul 2022
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$27.3M
Employees30
Clients0
DateMay 2022
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$27.3M
Employees30
Clients0
DateMar 2022
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$27.3M
Employees30
Clients0
DateFeb 2022
Total AUM$7B
Discretionary$7B
Non-Disc.$27.3M
Employees29
Clients0
DateJan 2022
Total AUM$7B
Discretionary$7B
Non-Disc.$27.3M
Employees29
Clients0
DateApr 2021
Total AUM$7B
Discretionary$7B
Non-Disc.$27.3M
Employees29
Clients0
DateMar 2021
Total AUM$7B
Discretionary$7B
Non-Disc.$27.3M
Employees29
Clients0
DateNov 2020
Total AUM$7B
Discretionary$7B
Non-Disc.$21.6M
Employees30
Clients0
DateJul 2020
Total AUM$7B
Discretionary$7B
Non-Disc.$21.6M
Employees27
Clients0
DateMar 2020
Total AUM$7B
Discretionary$7B
Non-Disc.$21.6M
Employees27
Clients0
DateMay 2019
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$29.1M
Employees26
Clients0
DateMar 2019
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$29.1M
Employees26
Clients0
DateMar 2018
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$29.6M
Employees25
Clients0
DateMar 2017
Total AUM$5.8B
Discretionary$5.7B
Non-Disc.$11.2M
Employees25
Clients163
DateMar 2016
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$10.3M
Employees27
Clients200
DateMar 2015
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$11.3M
Employees27
Clients200
DateMar 2014
Total AUM$4.3B
Discretionary$4.2B
Non-Disc.$12.2M
Employees25
Clients200
DateApr 2013
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$11.9M
Employees25
Clients200
DateJul 2012
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$10.4M
Employees51
Clients200
DateJun 2012
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$5.8M
Employees51
Clients200
DateApr 2012
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$5.8M
Employees51
Clients200
DateMar 2012
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$5.8M
Employees51
Clients200
DateDec 2011
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$62.5M
Employees51
Clients251
DateJul 2011
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$62.5M
Employees51
Clients--
DateMar 2011
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$62.5M
Employees51
Clients--
DateJan 2011
Total AUM$7.2B
Discretionary$7.2B
Non-Disc.$0
Employees51
Clients--
DateJan 2011
Total AUM$7.2B
Discretionary$7.2B
Non-Disc.$0
Employees51
Clients--
DateAug 2010
Total AUM$7.2B
Discretionary$7.2B
Non-Disc.$0
Employees51
Clients--
DateMay 2010
Total AUM$7.2B
Discretionary$7.2B
Non-Disc.$0
Employees51
Clients--
DateApr 2010
Total AUM$7.2B
Discretionary$7.2B
Non-Disc.$0
Employees51
Clients--
DateMar 2007
Total AUM$13.7B
Discretionary$13.7B
Non-Disc.$0
Employees51
Clients--
DateJun 2004
Total AUM$22.2B
Discretionary$22.2B
Non-Disc.$0
Employees51
Clients--
DateMar 2004
Total AUM$22.2B
Discretionary$22.2B
Non-Disc.$0
Employees51
Clients--
DateMar 2002
Total AUM$26.6B
Discretionary$26.6B
Non-Disc.$0
Employees51
Clients--
DateOct 2001
Total AUM$26.4B
Discretionary$26.4B
Non-Disc.$0
Employees51
Clients--
DateOct 2001
Total AUM$26.4B
Discretionary$26.4B
Non-Disc.$0
Employees51
Clients--