MORGAN PROPERTIES SPECIAL SITUATIONS II LLC
CRD #300795 SEC #801-118135 CONSHOHOCKEN, PA 610-265-2800
SEC Registered
Total AUM
$1.3B
Discretionary
$63.1M
Employees
20
Clients
--
Accounts
9
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DIKOS, MARINA, NMN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DIKOS, MARINA, NMN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DIKOS, MARINA, NMN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DIKOS, MARINA, NMN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MORGAN, JASON, A | I | PRESIDENT | NA | Control |
| MORGAN, JASON, A | I | PRESIDENT | NA | Control |
| MORGAN, JASON, A | I | PRESIDENT | NA | Control |
| MORGAN, JASON, A | I | PRESIDENT | NA | Control |
| MORGAN, JASON, A | I | PRESIDENT | NA | Control |
| MORGAN, JASON, A | I | PRESIDENT | NA | Control |
| O'GRADY, JOSEPH, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | Control |
| O'GRADY, JOSEPH, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | Control |
| O'GRADY, JOSEPH, PATRICK | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHECTER, MICHAEL | I | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHECTER, MICHAEL | I | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHECTER, MICHAEL | I | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHECTER, MICHAEL | I | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHECTER, MICHAEL | I | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHECTER, MICHAEL | I | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHECTER, MICHAEL | I | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | NA | Control |
| MORGAN FAMILY TRUST | DE | LIMITED PARTNER | E | Control |
| MORGAN FAMILY TRUST | DE | LIMITED PARTNER | E | Control |
| MORGAN FAMILY TRUST | DE | LIMITED PARTNER | E | Control |
| MORGAN FAMILY TRUST | DE | LIMITED PARTNER | E | Control |
| MORGAN FAMILY TRUST | DE | LIMITED PARTNER | E | Control |
| MORGAN FAMILY TRUST | DE | LIMITED PARTNER | E | Control |
| MORGAN FAMILY TRUST | DE | LIMITED PARTNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Morgan, Hilarie, L | I | MORGAN FAMILY TRUST | F | Control |
| Morgan, Hilarie, L | I | MORGAN FAMILY TRUST | F | Control |
| Morgan, Hilarie, L | I | MORGAN FAMILY TRUST | F | Control |
| Morgan, Hilarie, L | I | MORGAN FAMILY TRUST | F | Control |
| Morgan, Hilarie, L | I | MORGAN FAMILY TRUST | F | Control |
| Morgan, Hilarie, L | I | MORGAN FAMILY TRUST | F | Control |
| Stempel, Murray | I | MORGAN FAMILY TRUST | F | Control |
| Stempel, Murray | I | MORGAN FAMILY TRUST | F | Control |
| Stempel, Murray | I | MORGAN FAMILY TRUST | F | Control |
| Stempel, Murray | I | MORGAN FAMILY TRUST | F | Control |
| Stempel, Murray | I | MORGAN FAMILY TRUST | F | Control |
| Stempel, Murray | I | MORGAN FAMILY TRUST | F | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (1)
PA
Address
227 WASHINGTON STREETCONSHOHOCKEN, PA 19428
United States
Phone: 610-265-2800