MORSE CAPITAL PARTNERS, LLC
CRD #146383 SEC #801-68819 RICHMOND, VA 804.888.7771
SEC Registered
Total AUM
$246.1M
Discretionary
$246.1M
Employees
4
Clients
51
Accounts
347
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $246.1M | $246.1M | $0 | 4 | 0 |
| Jul 2024 | $208.5M | $208.5M | $0 | 4 | 0 |
| Apr 2024 | $208.5M | $208.5M | $0 | 4 | 0 |
| Mar 2024 | $208.5M | $208.5M | $0 | 4 | 0 |
| Sep 2023 | $195.1M | $195.1M | $0 | 4 | 0 |
| Jul 2023 | $195.1M | $195.1M | $0 | 4 | 0 |
| Mar 2023 | $195.1M | $195.1M | $0 | 4 | 0 |
| Apr 2022 | $227.8M | $227.8M | $0 | 4 | 8 |
| Mar 2022 | $227.8M | $227.8M | $0 | 4 | 8 |
| Feb 2022 | $203.3M | $203.3M | $0 | 4 | 0 |
| Dec 2021 | $203.3M | $203.3M | $0 | 4 | 0 |
| Mar 2021 | $203.3M | $203.3M | $0 | 4 | 0 |
| Jul 2020 | $139.4M | $139.4M | $0 | 7 | 143 |
| Jun 2020 | $139.4M | $139.4M | $0 | 7 | 143 |
| Mar 2020 | $139.4M | $139.4M | $0 | 7 | 143 |
| Mar 2020 | $173.3M | $147.4M | $26M | 7 | 143 |
| Jan 2020 | $173.3M | $147.4M | $26M | 7 | 143 |
| Aug 2019 | $173.3M | $147.4M | $26M | 7 | 143 |
| Mar 2019 | $173.3M | $147.4M | $26M | 7 | 143 |
| Jan 2019 | $184.6M | $164.7M | $20M | 6 | 137 |
| Jan 2019 | $184.6M | $164.7M | $20M | 6 | 137 |
| Nov 2018 | $184.6M | $164.7M | $20M | 6 | 137 |
| Oct 2018 | $184.6M | $164.7M | $20M | 6 | 137 |
| Mar 2018 | $184.6M | $164.7M | $20M | 6 | 137 |
| Feb 2018 | $184.6M | $164.7M | $20M | 6 | 137 |
| Jan 2018 | $189.6M | $189.6M | $0 | 6 | 131 |
| Nov 2017 | $189.6M | $189.6M | $0 | 6 | 131 |
| Sep 2017 | $125.6M | $101.1M | $24.5M | 6 | 100 |
| Mar 2017 | $125.6M | $101.1M | $24.5M | 6 | 100 |
| Mar 2017 | $125.7M | $83.2M | $42.5M | 8 | 100 |
| Mar 2016 | $125.7M | $83.2M | $42.5M | 8 | 100 |
| Sep 2015 | $143.9M | $111.3M | $32.6M | 8 | 26 |
| Mar 2015 | $143.9M | $111.3M | $32.6M | 8 | 26 |
| Jul 2014 | $135.6M | $94.4M | $41.2M | 8 | 26 |
| Mar 2014 | $135.6M | $94.4M | $41.2M | 8 | 26 |
| Mar 2013 | $147.2M | $111.5M | $35.7M | 8 | 26 |
| Feb 2013 | $130M | $104M | $26M | 8 | 26 |
| Apr 2012 | $130M | $104M | $26M | 6 | 26 |
| Aug 2011 | $64.2M | $0 | $64.2M | 10 | -- |
| Mar 2011 | $64.2M | $64.2M | $0 | 5 | -- |
| Jan 2011 | $53.4M | $0 | $53.4M | 5 | -- |
| Sep 2010 | $76.3M | $71.3M | $5M | 5 | -- |
| Mar 2009 | $76.3M | $71.3M | $5M | 5 | -- |
| Jan 2008 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$246.1M
Discretionary$246.1M
Non-Disc.$0
Employees4
Clients0
DateJul 2024
Total AUM$208.5M
Discretionary$208.5M
Non-Disc.$0
Employees4
Clients0
DateApr 2024
Total AUM$208.5M
Discretionary$208.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$208.5M
Discretionary$208.5M
Non-Disc.$0
Employees4
Clients0
DateSep 2023
Total AUM$195.1M
Discretionary$195.1M
Non-Disc.$0
Employees4
Clients0
DateJul 2023
Total AUM$195.1M
Discretionary$195.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$195.1M
Discretionary$195.1M
Non-Disc.$0
Employees4
Clients0
DateApr 2022
Total AUM$227.8M
Discretionary$227.8M
Non-Disc.$0
Employees4
Clients8
DateMar 2022
Total AUM$227.8M
Discretionary$227.8M
Non-Disc.$0
Employees4
Clients8
DateFeb 2022
Total AUM$203.3M
Discretionary$203.3M
Non-Disc.$0
Employees4
Clients0
DateDec 2021
Total AUM$203.3M
Discretionary$203.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$203.3M
Discretionary$203.3M
Non-Disc.$0
Employees4
Clients0
DateJul 2020
Total AUM$139.4M
Discretionary$139.4M
Non-Disc.$0
Employees7
Clients143
DateJun 2020
Total AUM$139.4M
Discretionary$139.4M
Non-Disc.$0
Employees7
Clients143
DateMar 2020
Total AUM$139.4M
Discretionary$139.4M
Non-Disc.$0
Employees7
Clients143
DateMar 2020
Total AUM$173.3M
Discretionary$147.4M
Non-Disc.$26M
Employees7
Clients143
DateJan 2020
Total AUM$173.3M
Discretionary$147.4M
Non-Disc.$26M
Employees7
Clients143
DateAug 2019
Total AUM$173.3M
Discretionary$147.4M
Non-Disc.$26M
Employees7
Clients143
DateMar 2019
Total AUM$173.3M
Discretionary$147.4M
Non-Disc.$26M
Employees7
Clients143
DateJan 2019
Total AUM$184.6M
Discretionary$164.7M
Non-Disc.$20M
Employees6
Clients137
DateJan 2019
Total AUM$184.6M
Discretionary$164.7M
Non-Disc.$20M
Employees6
Clients137
DateNov 2018
Total AUM$184.6M
Discretionary$164.7M
Non-Disc.$20M
Employees6
Clients137
DateOct 2018
Total AUM$184.6M
Discretionary$164.7M
Non-Disc.$20M
Employees6
Clients137
DateMar 2018
Total AUM$184.6M
Discretionary$164.7M
Non-Disc.$20M
Employees6
Clients137
DateFeb 2018
Total AUM$184.6M
Discretionary$164.7M
Non-Disc.$20M
Employees6
Clients137
DateJan 2018
Total AUM$189.6M
Discretionary$189.6M
Non-Disc.$0
Employees6
Clients131
DateNov 2017
Total AUM$189.6M
Discretionary$189.6M
Non-Disc.$0
Employees6
Clients131
DateSep 2017
Total AUM$125.6M
Discretionary$101.1M
Non-Disc.$24.5M
Employees6
Clients100
DateMar 2017
Total AUM$125.6M
Discretionary$101.1M
Non-Disc.$24.5M
Employees6
Clients100
DateMar 2017
Total AUM$125.7M
Discretionary$83.2M
Non-Disc.$42.5M
Employees8
Clients100
DateMar 2016
Total AUM$125.7M
Discretionary$83.2M
Non-Disc.$42.5M
Employees8
Clients100
DateSep 2015
Total AUM$143.9M
Discretionary$111.3M
Non-Disc.$32.6M
Employees8
Clients26
DateMar 2015
Total AUM$143.9M
Discretionary$111.3M
Non-Disc.$32.6M
Employees8
Clients26
DateJul 2014
Total AUM$135.6M
Discretionary$94.4M
Non-Disc.$41.2M
Employees8
Clients26
DateMar 2014
Total AUM$135.6M
Discretionary$94.4M
Non-Disc.$41.2M
Employees8
Clients26
DateMar 2013
Total AUM$147.2M
Discretionary$111.5M
Non-Disc.$35.7M
Employees8
Clients26
DateFeb 2013
Total AUM$130M
Discretionary$104M
Non-Disc.$26M
Employees8
Clients26
DateApr 2012
Total AUM$130M
Discretionary$104M
Non-Disc.$26M
Employees6
Clients26
DateAug 2011
Total AUM$64.2M
Discretionary$0
Non-Disc.$64.2M
Employees10
Clients--
DateMar 2011
Total AUM$64.2M
Discretionary$64.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$53.4M
Discretionary$0
Non-Disc.$53.4M
Employees5
Clients--
DateSep 2010
Total AUM$76.3M
Discretionary$71.3M
Non-Disc.$5M
Employees5
Clients--
DateMar 2009
Total AUM$76.3M
Discretionary$71.3M
Non-Disc.$5M
Employees5
Clients--
DateJan 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--