Morton Capital Management, LLC
● SEC registered since 2006CRD 141250SEC# 801-67025Calabasas, CA
Ranks #1,635 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$3.47B
Fund GAV
$7M
Private funds
1
Employees
58
Accounts
3,735
Location
Calabasas, CA
Morton Capital Management, LLC assets under management
Morton Capital Management, LLC operates as an SEC-registered investment adviser based in Calabasas, CA. The firm has been registered since 2006. It reports $3.5 billion in regulatory assets under management and employs 58 people. Morton Capital Management, LLC manages 1 private fund with combined gross assets of $7 million, including Rbe Capital Partners Fund LP. By regulatory assets, it ranks 1,635 of 6,030 private fund managers.
Morton Capital Management, LLC private funds
1 funds · $7M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Rbe Capital Partners Fund LP | Securitized Asset | $7M | $50K |
Morton Capital Management, LLC owners & executives
18 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| C-Ii Trust | Owner | 10-25% | 2016 |
| Eric and Lynn Selter Family Trust Control | Owner | 10-25% | 2013 |
| Eric Jay Selter Control | Executive Vice President & Manager | Under 5% | 2006 |
| Jeffrey Sarti Control | Ceo & Manager | Under 5% | 2013 |
| Jennifer Louise Seetoo | Trustee- The C-Ii Trust | Under 5% | 2016 |
| Joseph Alan Seetoo | Wealth Advisor, Senior Vice President | Under 5% | 2016 |
| Lynn Marie Selter Control | Trustee - Eric And Lynn Selter Family Trust | Under 5% | 2013 |
| Meghan Hillary Pinchuk Control | Chief Investment Officer & Manager | 25-50% | 2013 |
| Menachem Striks Control | Chief Compliance Officer | Under 5% | 2020 |
| Morton Family Trust | Owner | 5-10% | 2013 |
See all 18 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Morton Capital Management, LLC manage?
Morton Capital Management, LLC reports $3.5 billion in regulatory assets under management on its Form ADV.
How many private funds does Morton Capital Management, LLC manage?
Morton Capital Management, LLC manages 1 private funds with combined gross assets of $7 million.
How many employees does Morton Capital Management, LLC have?
Morton Capital Management, LLC reports 58 employees.
Where is Morton Capital Management, LLC located?
Morton Capital Management, LLC is based in Calabasas, CA and has been SEC-registered since 2006.
Does Morton Capital Management, LLC disclose fund performance?
Morton Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 27200 Agoura Road, Suite 200, Calabasas, CA 91301 |
| Phone | 818-222-4727 |
| Fax | 818-222-8457 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$3.47B▲ 17%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 16%
Larger than 84% of 16,306 advisers
AUM vs fund managersTop 27%
Larger than 73% of 6,030 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 11%
More than 89% of 16,824 advisers
Assets under management
$3.47Bregulatory AUM
Discretionary $3.43BNon-discretionary $36.6M
Service providers
Auditor
Custodian