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Morrison US, LLC

● SEC registered since 2021CRD 315983SEC# 801-122215Wellington
Export (members)
Ranks #399 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$32.53B
Fund GAV
$105.5M
Private funds
1
Employees
20
Accounts
11
Location
Wellington

Morrison US, LLC assets under management

Morrison US, LLC is a registered investment adviser overseen by the SEC based in Wellington. The firm has been registered since 2021. It reports $32.5 billion in regulatory assets under management and employs 20 people. Morrison US, LLC manages 1 private fund with combined gross assets of $105.5 million, including Mva II US Parallel LP. By regulatory assets, it ranks 399 of 6,030 private fund managers.

Morrison US, LLC private funds

1 funds · $105.5M GAV
FundTypeGross assetsMin.
Mva II US Parallel LPOther Private$105.5M$10M

Morrison US, LLC owners & executives

12 reported
NameTitleOwnershipSince
Kellee Monique Clark ControlHead Of LegalUnder 5%2013
Morrison US Holdings LLC ControlSole MemberOver 75%2019
Paul Joseph Charles Newfield ControlChief Executive Officer5-10%2022
Rebecca Joan Bonnevie ControlCorporate Counsel/Morrison Chief Compliance OfficerUnder 5%2026
Seth A. Webster ControlChief Compliance OfficerUnder 5%2026
William Oliver Clayton Smales ControlChief Investment OfficerUnder 5%2021
Andrew James Stewart ControlTrustee2011
Anthony James William Howard ControlTrustee2012
Duncan Paul Saville ControlMember2016
H.r.l Morrison & Co Group GP Limited ControlGeneral Partner2013
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Frequently asked questions

How much does Morrison US, LLC manage?

Morrison US, LLC reports $32.5 billion in regulatory assets under management on its Form ADV.

How many private funds does Morrison US, LLC manage?

Morrison US, LLC manages 1 private funds with combined gross assets of $105.5 million.

How many employees does Morrison US, LLC have?

Morrison US, LLC reports 20 employees.

Where is Morrison US, LLC located?

Morrison US, LLC is based in Wellington and has been SEC-registered since 2021.

Does Morrison US, LLC disclose fund performance?

Morrison US, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5 Market Lane, Wellington 6011
Phone3479526718
Office hours9a.m. - 5p.m.
SEC regionHQ
Discloses disciplinary historyNo

Regulatory AUM

$32.53B▲ 16%
Jun '25 — $27.97BJul '25 — $27.97BAug '25 — $27.97BSep '25 — $27.97BOct '25 — $27.97BNov '25 — $27.97BDec '25 — $27.97BJan '26 — $27.97BFeb '26 — $27.97BMar '26 — $27.97BApr '26 — $27.97BMay '26 — $27.97BJun '26 — $27.97BJul '26 — $32.53B
Jun '25Form ADV, monthlyJul '26

How this firm compares

Regulatory AUMTop 4%
Larger than 96% of 16,306 advisers
AUM vs fund managersTop 7%
Larger than 93% of 6,030 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 24%
More than 76% of 16,824 advisers

Assets under management

$32.53Bregulatory AUM
Discretionary $3.2BNon-discretionary $29.33B

Service providers

Custodian
Administrator