MORNINGSTAR RESEARCH SERVICES LLC
CRD #285164 SEC #801-108623 CHICAGO, IL (312) 696-6000
SEC Registered
Total AUM
--
Discretionary
--
Employees
129
Clients
0
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2025
- Branch Offices
- 16
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Christensen, Kelly, James | I | DIRECTOR | NA | Control |
| Christensen, Kelly, James | I | DIRECTOR | NA | Control |
| Christensen, Kelly, James | I | DIRECTOR | NA | Control |
| Christensen, Kelly, James | I | DIRECTOR | NA | Control |
| Christensen, Kelly, James | I | DIRECTOR | NA | Control |
| Christensen, Kelly, James | I | DIRECTOR | NA | Control |
| Christensen, Kelly, James | I | DIRECTOR | NA | Control |
| Christensen, Kelly, James | I | DIRECTOR | NA | Control |
| Christensen, Kelly, James | I | DIRECTOR | NA | Control |
| Collins, Elizabeth | I | HEAD OF EQUITY RESEARCH | NA | |
| Collins, Elizabeth | I | HEAD OF EQUITY RESEARCH | NA | |
| Collins, Elizabeth | I | HEAD OF EQUITY RESEARCH | NA | |
| Collins, Elizabeth | I | HEAD OF EQUITY RESEARCH | NA | |
| Collins, Elizabeth | I | HEAD OF EQUITY RESEARCH | NA | |
| Davidson, Lee, Hunter | I | HEAD OF MANAGER AND QUANTITATIVE RESEARCH | NA | Control |
| Davidson, Lee, Hunter | I | HEAD OF MANAGER AND QUANTITATIVE RESEARCH | NA | Control |
| Davidson, Lee, Hunter | I | HEAD OF MANAGER AND QUANTITATIVE RESEARCH | NA | Control |
| Davidson, Lee, Hunter | I | HEAD OF MANAGER AND QUANTITATIVE RESEARCH | NA | Control |
| Davidson, Lee, Hunter | I | HEAD OF MANAGER AND QUANTITATIVE RESEARCH | NA | Control |
| Davidson, Lee, Hunter | I | HEAD OF MANAGER AND QUANTITATIVE RESEARCH | NA | Control |
| Davidson, Lee, Hunter | I | HEAD OF MANAGER AND QUANTITATIVE RESEARCH | NA | Control |
| DeMoss, Marc | I | CO-PRESIDENT | NA | Control |
| DeMoss, Marc | I | CO-PRESIDENT | NA | Control |
| DeMoss, Marc | I | CO-PRESIDENT | NA | Control |
| DeMoss, Marc | I | CO-PRESIDENT | NA | Control |
| DeMoss, Marc | I | CO-PRESIDENT | NA | Control |
| DeMoss, Marc | I | CO-PRESIDENT | NA | Control |
| DeMoss, Marc | I | CO-PRESIDENT | NA | Control |
| DeMoss, Marc | I | CO-PRESIDENT | NA | Control |
| DeMoss, Marc | I | CO-PRESIDENT | NA | Control |
| DeMoss, Marc | I | CO-PRESIDENT | NA | Control |
| DeMoss, Marc | I | CO-PRESIDENT | NA | Control |
| DeMoss, Marc | I | CO-PRESIDENT | NA | Control |
| DeMoss, Marc | I | CO-PRESIDENT | NA | Control |
| DeMoss, Marc | I | CO-PRESIDENT | NA | Control |
| DeMoss, Marc | I | CO-PRESIDENT | NA | Control |
| DeMoss, Marc | I | CO-PRESIDENT | NA | Control |
| DeMoss, Marc | I | CO-PRESIDENT | NA | Control |
| DeMoss, Marc | I | CO-PRESIDENT | NA | Control |
| DeMoss, Marc | I | CO-PRESIDENT | NA | Control |
| HOLT, MICHAEL, JOHN | I | CO-PRESIDENT | NA | Control |
| HOLT, MICHAEL, JOHN | I | CO-PRESIDENT | NA | Control |
| HOLT, MICHAEL, JOHN | I | CO-PRESIDENT | NA | Control |
| HOLT, MICHAEL, JOHN | I | CO-PRESIDENT | NA | Control |
| HOLT, MICHAEL, JOHN | I | CO-PRESIDENT | NA | Control |
| HOLT, MICHAEL, JOHN | I | CO-PRESIDENT | NA | Control |
| HOLT, MICHAEL, JOHN | I | PRESIDENT | NA | Control |
| HOLT, MICHAEL, JOHN | I | PRESIDENT | NA | Control |
| HOLT, MICHAEL, JOHN | I | PRESIDENT | NA | Control |
| Holt, Michael, John | I | HEAD OF EQUITY RESEARCH | NA | |
| Holt, Michael, John | I | HEAD OF EQUITY RESEARCH | NA | |
| Kelly, Haywood, Burton | I | PRESIDENT | NA | |
| Kelly, Haywood, Burton | I | PRESIDENT | NA | |
| Kelly, Haywood, Burton | I | CO-PRESIDENT | NA | |
| Kelly, Haywood, Burton | I | CO-PRESIDENT | NA | |
| Kelly, Haywood, Burton | I | CO-PRESIDENT | NA | |
| Kelly, Haywood, Burton | I | CO-PRESIDENT | NA | |
| Kelly, Haywood, Burton | I | CO-PRESIDENT | NA | |
| Kelly, Haywood, Burton | I | CO-PRESIDENT | NA | Control |
| Kelly, Haywood, Burton | I | CO-PRESIDENT | NA | Control |
| Kelly, Haywood, Burton | I | CO-PRESIDENT | NA | Control |
| Kelly, Haywood, Burton | I | CO-PRESIDENT | NA | Control |
| Kelly, Haywood, Burton | I | CO-PRESIDENT | NA | Control |
| Kelly, Haywood, Burton | I | CO-PRESIDENT | NA | Control |
| Kelly, Haywood, Burton | I | CO-PRESIDENT | NA | Control |
| Kelly, Haywood, Burton | I | CO-PRESIDENT | NA | Control |
| Kemp, Daniel | I | CHIEF RESEARCH AND INVESTMENT OFFICER | NA | Control |
| Kemp, Daniel | I | CHIEF RESEARCH AND INVESTMENT OFFICER | NA | Control |
| Kemp, Daniel | I | CHIEF RESEARCH AND INVESTMENT OFFICER | NA | Control |
| Kemp, Daniel | I | CHIEF RESEARCH AND INVESTMENT OFFICER | NA | Control |
| LOFTUS, LORI, ANN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LOFTUS, LORI, ANN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LOFTUS, LORI, ANN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LOFTUS, LORI, ANN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LOFTUS, LORI, ANN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LOFTUS, LORI, ANN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LOFTUS, LORI, ANN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LOFTUS, LORI, ANN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LOFTUS, LORI, ANN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LOFTUS, LORI, ANN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LOFTUS, LORI, ANN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LOFTUS, LORI, ANN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LOFTUS, LORI, ANN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LOFTUS, LORI, ANN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LOFTUS, LORI, ANN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LOFTUS, LORI, ANN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| Lutton, Laura, Pavlenko | I | GLOBAL HEAD OF MANAGER RESEARCH | NA | Control |
| Lutton, Laura, Pavlenko | I | GLOBAL HEAD OF MANAGER RESEARCH | NA | Control |
| PTAK, JEFFREY, BARRY | I | HEAD OF MANAGER RESEARCH | NA | |
| PTAK, JEFFREY, BARRY | I | HEAD OF MANAGER RESEARCH | NA | |
| PTAK, JEFFREY, BARRY | I | HEAD OF MANAGER RESEARCH | NA | |
| PTAK, JEFFREY, BARRY | I | HEAD OF MANAGER RESEARCH | NA | |
| PTAK, JEFFREY, BARRY | I | HEAD OF MANAGER RESEARCH | NA | |
| PTAK, JEFFREY, BARRY | I | HEAD OF MANAGER RESEARCH | NA | |
| PTAK, JEFFREY, BARRY | I | HEAD OF MANAGER RESEARCH | NA | |
| PTAK, JEFFREY, BARRY | I | HEAD OF MANAGER RESEARCH | NA | Control |
| PTAK, JEFFREY, BARRY | I | HEAD OF MANAGER RESEARCH | NA | Control |
| PTAK, JEFFREY, BARRY | I | HEAD OF MANAGER RESEARCH | NA | Control |
| PTAK, JEFFREY, BARRY | I | HEAD OF MANAGER RESEARCH | NA | Control |
| PTAK, JEFFREY, BARRY | I | HEAD OF MANAGER RESEARCH | NA | Control |
| Rohr, Daniel, Patrick | I | HEAD OF GLOBAL EQUITY RESEARCH | NA | Control |
| Rohr, Daniel, Patrick | I | HEAD OF GLOBAL EQUITY RESEARCH | NA | Control |
| Rohr, Daniel, Patrick | I | HEAD OF GLOBAL EQUITY RESEARCH | NA | Control |
| Rohr, Daniel, Patrick | I | HEAD OF GLOBAL EQUITY RESEARCH | NA | Control |
| Rohr, Daniel, Patrick | I | HEAD OF GLOBAL EQUITY RESEARCH | NA | Control |
| Rohr, Daniel, Patrick | I | HEAD OF GLOBAL EQUITY RESEARCH | NA | Control |
| Rohr, Daniel, Patrick | I | HEAD OF GLOBAL EQUITY RESEARCH | NA | Control |
| Rohr, Daniel, Patrick | I | HEAD OF GLOBAL EQUITY RESEARCH | NA | Control |
| Rohr, Daniel, Patrick | I | HEAD OF GLOBAL EQUITY RESEARCH | NA | Control |
| Rohr, Daniel, Patrick | I | HEAD OF GLOBAL EQUITY RESEARCH | NA | Control |
| Rohr, Daniel, Patrick | I | HEAD OF GLOBAL EQUITY RESEARCH | NA | Control |
| Rohr, Daniel, Patrick | I | HEAD OF GLOBAL EQUITY RESEARCH | NA | Control |
| Rohr, Daniel, Patrick | I | HEAD OF GLOBAL EQUITY RESEARCH | NA | Control |
| Rohr, Daniel, Patrick | I | HEAD OF GLOBAL EQUITY RESEARCH | NA | Control |
| Rohr, Daniel, Patrick | I | HEAD OF GLOBAL EQUITY RESEARCH | NA | Control |
| Rohr, Daniel, Patrick | I | HEAD OF GLOBAL EQUITY RESEARCH | NA | Control |
| Rohr, Daniel, Patrick | I | HEAD OF GLOBAL EQUITY RESEARCH | NA | Control |
| Rohr, Daniel, Patrick | I | HEAD OF GLOBAL EQUITY RESEARCH | NA | Control |
| SCHILLING, DONALD, SCOTT | I | CHIEF COMPLIANCE OFFICER AND CORPORATE SECRETARY | NA | |
| SCHILLING, DONALD, SCOTT | I | CHIEF COMPLIANCE OFFICER AND CORPORATE SECRETARY | NA | |
| SCHILLING, DONALD, SCOTT | I | CHIEF COMPLIANCE OFFICER AND CORPORATE SECRETARY | NA | |
| SCHILLING, DONALD, SCOTT | I | CHIEF COMPLIANCE OFFICER AND CORPORATE SECRETARY | NA | |
| Smith, Brittany, Fortier | I | INTERIM CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| Smith, Brittany, Fortier | I | INTERIM CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| Smith, Brittany, Fortier | I | INTERIM CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| Smith, Brittany, Fortier | I | INTERIM CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| Smith, Brittany, Fortier | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MANSUETO, JOSEPH, DANIEL | I | MORNINGSTAR, INC. | D | Control |
| MANSUETO, JOSEPH, DANIEL | I | MORNINGSTAR, INC. | D | Control |
| MANSUETO, JOSEPH, DANIEL | I | MORNINGSTAR, INC. | D | Control |
| MANSUETO, JOSEPH, DANIEL | I | MORNINGSTAR, INC. | D | Control |
| MANSUETO, JOSEPH, DANIEL | I | MORNINGSTAR, INC. | D | Control |
| MANSUETO, JOSEPH, DANIEL | I | MORNINGSTAR, INC. | D | Control |
| MANSUETO, JOSEPH, DANIEL | I | MORNINGSTAR, INC. | D | Control |
| MANSUETO, JOSEPH, DANIEL | I | MORNINGSTAR, INC. | D | Control |
| MANSUETO, JOSEPH, DANIEL | I | MORNINGSTAR, INC. | D | Control |
| MANSUETO, JOSEPH, DANIEL | I | MORNINGSTAR, INC. | D | Control |
| MANSUETO, JOSEPH, DANIEL | I | MORNINGSTAR, INC. | D | Control |
| MANSUETO, JOSEPH, DANIEL | I | MORNINGSTAR, INC. | D | Control |
| MANSUETO, JOSEPH, DANIEL | I | MORNINGSTAR, INC. | D | Control |
| MANSUETO, JOSEPH, DANIEL | I | MORNINGSTAR, INC. | C | Control |
| MANSUETO, JOSEPH, DANIEL | I | MORNINGSTAR, INC. | C | Control |
| MANSUETO, JOSEPH, DANIEL | I | MORNINGSTAR, INC. | C | Control |
| MANSUETO, JOSEPH, DANIEL | I | MORNINGSTAR, INC. | C | Control |
| MANSUETO, JOSEPH, DANIEL | I | MORNINGSTAR, INC. | C | Control |
| MANSUETO, JOSEPH, DANIEL | I | MORNINGSTAR, INC. | C | Control |
| MANSUETO, JOSEPH, DANIEL | I | MORNINGSTAR, INC. | C | Control |
| MANSUETO, JOSEPH, DANIEL | I | MORNINGSTAR, INC. | C | Control |
| MANSUETO, JOSEPH, DANIEL | I | MORNINGSTAR, INC. | C | Control |
| MANSUETO, JOSEPH, DANIEL | I | MORNINGSTAR, INC. | C | Control |
| MANSUETO, JOSEPH, DANIEL | I | MORNINGSTAR, INC. | C | Control |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (1)
IL
Address
22 WEST WASHINGTON STREETCHICAGO, IL 60602
United States
Phone: (312) 696-6000