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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 10b 100b

MORRISON US, LLC

CRD 315983

WELLINGTON

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:727e2ca9-e4eb-a472-9377-fd8a207b547a

Data as of Jul 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 19
On other graphs: 0
Observed: Jul 30, 2021 to Jul 1, 2026
16 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.0 fund_share=0.27 institutional_share=0.36 related_bd=false related_bank=false bd_reps=6.0
Regulatory AUM: $33BItem 5.F on the latest filing (2026-07-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.2B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 20
Advisory employees: 14
Offices: 6Schedule D 1.F, beyond the principal office
Accounts: 11
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $105M
SEC number: 801-122215
CRD: 315983
Filings on the tape: 16
First filed: Jul 30, 2021
Latest filed: Jul 1, 2026
Organised: Limited Liability Company, DE

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
MORRISON & CO INFRASTRUCTURE PARTNERSHIP FEEDER FUND SCSP ("OFFSHORE FEEDER FUND")	Other Private Fund	$1.4B	Mar 31, 2023	14	Mar 30, 2022	dropped	n/a
MORRISON & CO INFRASTRUCTURE PARTNERSHIP (US) LLC	Other Private Fund	$1.3B	May 3, 2024	12	Jun 29, 2023	reported	n/a
MORRISON & CO INFRASTRUCTURE PARTNERSHIP FLOW THROUGH FEEDER (US) LLC	Other Private Fund	$115M	May 3, 2024	3	Jun 29, 2023	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Clark, Kellee, Monique	HEAD OF LEGAL	Na	yes	03/2013	Mar 30, 2022	Jun 28, 2024
GRAHAM, ANDREW, DAVID HEYDON	HEAD OFCOMPLIANCE / CHIEF COMPLIANCE OFFICER	Na	yes	11/2023	May 3, 2024	Jun 28, 2024
H.R.L MORRISON & CO GROUP GP LIMITED	GENERAL PARTNER	F	yes	12/2013	Mar 31, 2023	Jun 28, 2024
H.R.L. MORRISON & CO GROUP LIMITED PARTNERSHIP	SOLE SHAREHOLDER	E	yes	12/2019	Jul 30, 2021	Jun 28, 2024
H.R.L. MORRISON & CO UNITED STATES HOLDINGS LIMITED	SOLE MEMBER	E	yes	12/2019	Aug 4, 2021	Jun 28, 2024
HOWARD, ANTHONY, JAMES WILLIAM	Trustee	F	yes	12/2012	Jul 30, 2021	Jun 28, 2024
Morrison, Robert, William Bentley	Trustee	F	yes	09/2011	Jul 30, 2021	Jun 28, 2024
Newfield, Paul, Joseph Charles	CHIEF EXECUTIVE OFFICER	A	yes	01/2022	Jul 30, 2021	Jun 28, 2024
Saville, Duncan, Paul	Member	F	yes	11/2016	Jul 30, 2021	Jun 28, 2024
Smales, William, Oliver Clayton	CHIEF INVESTMENT OFFICER	Na	yes	12/2021	Jul 30, 2021	Jun 28, 2024
Stewart, Andrew, James	Trustee	F	yes	09/2011	Jul 30, 2021	Jun 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CHRYSALIS RENEWABLES GP LIMITED	n/a	n/a	n/a	N	yes	n/a
MIP AUD HEDGED FEEDER PTY LTD	n/a	n/a	n/a	N	yes	n/a
MIP AUSTRALIA FEEDER PTY LTD	n/a	n/a	n/a	N	yes	n/a
MIP GP S.A.R.L	n/a	n/a	n/a	N	yes	n/a
MIP MANAGEMENT PTY LIMITED	n/a	n/a	n/a	N	yes	n/a
MIP UNITI PTY LIMITED	n/a	n/a	n/a	N	yes	n/a
MLI MANAGEMENT PTY LIMITED	n/a	n/a	n/a	N	yes	n/a
MORRISON & CO EMPLOYEE CO - INVEST (PIP 2) LIMITED	n/a	n/a	n/a	Y	no	n/a
MORRISON & CO EMPLOYEE CO - INVEST (PIP 3) LIMITED	n/a	n/a	n/a	N	yes	n/a
MORRISON & CO EMPLOYEE CO-INVEST (MGIF) PTY LIMITED	n/a	n/a	n/a	N	yes	n/a
MORRISON & CO GROWTH INFRASTRUCTURE INVESTMENTS NO.1 PTY LIMITED	n/a	n/a	n/a	N	yes	n/a
MORRISON & CO PIP LIMITED	n/a	n/a	n/a	N	yes	n/a
MORRISON & CO SPV MANAGEMENT LIMITED	n/a	n/a	n/a	N	yes	n/a
MORRISON HCF AUSTRALIA FEEDER PTY LIMITED	n/a	n/a	n/a	N	yes	n/a
MORRISON INFRASTRUCTURE MANAGEMENT (AUSTRALIA) PTY LIMITED	n/a	n/a	n/a	N	yes	n/a
MORRISON INFRASTRUCTURE MANAGEMENT LIMITED	n/a	n/a	n/a	N	yes	n/a
MORRISON INFRASTRUCTURE UK LIMITED	n/a	n/a	n/a	N	yes	n/a
MORRISON INTERNATIONAL LIMITED	n/a	n/a	n/a	N	yes	n/a
MORRISON INVESTMENT MANAGEMENT LIMITED	n/a	n/a	n/a	N	yes	n/a
MORRISON PRIVATE MARKETS PTY LIMITED	n/a	n/a	n/a	N	yes	n/a
MORRISON UTILITIES MANAGEMENT PTY LIMITED	n/a	n/a	n/a	N	yes	n/a
MORRISON VENTURES LIMITED	n/a	n/a	n/a	N	yes	n/a
MVA II AUSTRALIA FEEDER PTY LIMITED	n/a	n/a	n/a	N	yes	n/a
MVA II FUNDS MANAGEMENT PTY LIMITED	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Sydney	n/a	Australia	21	no
London	n/a	United Kingdom	17	no
NEW YORK	NY	United States	13	no
Auckland	n/a	New Zealand	6	no
Singapore	n/a	Singapore	4	no
Melbourne	n/a	Australia	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Jan 30, 2026	$28B	$2.8B	20	14	6	n/a	n/a
2024	Jun 28, 2024	$26B	$2.7B	19	14	6	n/a	n/a
2023	Jun 29, 2023	$5.9B	$1.4B	13	9	0	2	$1.4B
2021	Mar 30, 2022	$15B	$0	7	6	4	1	$1.4B

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$33B	$26B	26.6%	n/a	n/a	20	19	6	6

Relationships

Advises (3)

→ MORRISON & CO INFRASTRUCTURE PARTNERSHIP (US) LLCPrivate fundOther Private Fund, IA
Jun 29, 2023 to presentfactForm ADV
→ MORRISON & CO INFRASTRUCTURE PARTNERSHIP FLOW THROUGH FEEDER (US) LLCPrivate fundOther Private Fund, IA
Jun 29, 2023 to presentfactForm ADV
→ MORRISON & CO INFRASTRUCTURE PARTNERSHIP FEEDER FUND SCSP ("OFFSHORE FEEDER FUND")Private fundOther Private Fund, IA, no longer reported
Mar 30, 2022 to Mar 31, 2023factForm ADV

Controls (11)

← GRAHAM, ANDREW, DAVID HEYDONOwnerHEAD OFCOMPLIANCE / CHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 3, 2024 to Jun 28, 2024factForm ADV
← Saville, Duncan, PaulOwnerMEMBER, ownership code F, individual
Jul 30, 2021 to Jun 28, 2024factForm ADV
← HOWARD, ANTHONY, JAMES WILLIAMOwnerTRUSTEE, ownership code F, individual
Jul 30, 2021 to Jun 28, 2024factForm ADV
← Morrison, Robert, William BentleyOwnerTRUSTEE, ownership code F, individual
Jul 30, 2021 to Jun 28, 2024factForm ADV
← Stewart, Andrew, JamesOwnerTRUSTEE, ownership code F, individual
Jul 30, 2021 to Jun 28, 2024factForm ADV
← Smales, William, Oliver ClaytonOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Jul 30, 2021 to Jun 28, 2024factForm ADV
← Clark, Kellee, MoniqueOwnerHEAD OF LEGAL, ownership code NA, individual
Mar 30, 2022 to Jun 28, 2024factForm ADV
← Newfield, Paul, Joseph CharlesOwnerCHIEF EXECUTIVE OFFICER, ownership code A, individual
Jul 30, 2021 to Jun 28, 2024factForm ADV
← H.R.L MORRISON & CO GROUP GP LIMITEDOwnerGENERAL PARTNER, ownership code F, foreign entity
Mar 31, 2023 to Jun 28, 2024factForm ADV
← H.R.L. MORRISON & CO GROUP LIMITED PARTNERSHIPOwnerSOLE SHAREHOLDER, ownership code E, foreign entity
Jul 30, 2021 to Jun 28, 2024factForm ADV
← H.R.L. MORRISON & CO UNITED STATES HOLDINGS LIMITEDOwnerSOLE MEMBER, ownership code E, foreign entity
Aug 4, 2021 to Jun 28, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jun 28, 2024
Regulatory AUM changed
Morrison Us, Llc reported RAUM $25.7B, up 332% from $5.9B (2024-05-03 to 2024-06-28)
Form ADVobserved 5 days ago
$19.7B
Occurred
Jun 28, 2024
Control person joined
Monique Kellee Clark (Head Of Legal) appeared on Schedule A of Morrison Us, Llc
Form ADVobserved 5 days ago
Occurred
May 3, 2024
Control person joined
David Heydon Andrew Graham (Head Ofcompliance / Chief Compliance Officer) appeared on Schedule A of Morrison Us, Llc
Form ADVobserved 5 days ago
Occurred
Jun 29, 2023
Regulatory AUM changed
Morrison Us, Llc reported RAUM $5.9B, down 61% from $15.4B (2023-03-31 to 2023-06-29)
Form ADVobserved 5 days ago
$-9.5B
Occurred
Jun 29, 2023
Control person left
Yi Tong Muh (Director) no longer on Schedule A of Morrison Us, Llc (listed 2023-03-31, absent 2023-06-29)
Form ADVobserved 5 days ago
Occurred
Jun 29, 2023
Control person left
Damian Thomas Roche (Director) no longer on Schedule A of Morrison Us, Llc (listed 2023-03-31, absent 2023-06-29)
Form ADVobserved 5 days ago
Occurred
Jun 29, 2023
Control person left
Kate Mingay (Director) no longer on Schedule A of Morrison Us, Llc (listed 2023-03-31, absent 2023-06-29)
Form ADVobserved 5 days ago
Occurred
Jun 29, 2023
Control person joined
Paul Duncan Saville (Member) appeared on Schedule A of Morrison Us, Llc
Form ADVobserved 5 days ago
Occurred
Mar 31, 2023
Control person left
Peter Jason Boyes (Chief Executive Officer, Infratil Limited) no longer on Schedule A of Morrison Us, Llc (listed 2023-01-13, absent 2023-03-31)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2023
Control person left
Louise Nicole Walker (Chief Commercial Officer) no longer on Schedule A of Morrison Us, Llc (listed 2023-01-13, absent 2023-03-31)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2023
Control person left
Andrew Mark Goodrick (Head Of Legal) no longer on Schedule A of Morrison Us, Llc (listed 2023-01-13, absent 2023-03-31)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2023
Control person left
Monique Kellee Clark (Head Of Finance And Operations) no longer on Schedule A of Morrison Us, Llc (listed 2023-01-13, absent 2023-03-31)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2022
Control person joined
Andrew Mark Goodrick (Head Of Legal) appeared on Schedule A of Morrison Us, Llc
Form ADVobserved 5 days ago
Occurred
Mar 30, 2022
Control person joined
Monique Kellee Clark (Head Of Finance And Operations) appeared on Schedule A of Morrison Us, Llc
Form ADVobserved 5 days ago
Occurred
Mar 30, 2022
Control person joined
Kate Mingay (Director) appeared on Schedule A of Morrison Us, Llc
Form ADVobserved 5 days ago
Occurred
Mar 30, 2022
Control person left
Marko Bogoievski (Chief Executive Officer) no longer on Schedule A of Morrison Us, Llc (listed 2021-09-16, absent 2022-03-30)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2022
Control person left
John Peter Coman (Head Of Social Infrastructure & Property) no longer on Schedule A of Morrison Us, Llc (listed 2021-09-16, absent 2022-03-30)
Form ADVobserved 5 days ago
Occurred
Jul 30, 2021
First Form ADV filing
H.R.L Morrison & Co filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Jun 28, 2024
Morrison Us, Llc reported 6 offices beyond its principal office, up from 0 (2024-05-03 to 2024-06-28)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:727e2ca9-e4eb-a472-9377-fd8a207b547a
First observed: Jul 30, 2021
Last observed: Jul 1, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MORRISON US, LLC

CRD 315983

WELLINGTON

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:727e2ca9-e4eb-a472-9377-fd8a207b547a

Data as of Jul 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:08 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

MORRISON & CO INFRASTRUCTURE PARTNERSHIP FEEDER FUND SCSP ("OFFSHORE FEEDER FUND")

Other Private Fund

$1.4B

Mar 31, 2023

Mar 30, 2022

dropped

n/a

MORRISON & CO INFRASTRUCTURE PARTNERSHIP (US) LLC

Other Private Fund

$1.3B

May 3, 2024

Jun 29, 2023

reported

n/a

MORRISON & CO INFRASTRUCTURE PARTNERSHIP FLOW THROUGH FEEDER (US) LLC

Other Private Fund

$115M

May 3, 2024

Jun 29, 2023

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Clark, Kellee, Monique

HEAD OF LEGAL

yes

03/2013

Mar 30, 2022

Jun 28, 2024

GRAHAM, ANDREW, DAVID HEYDON

HEAD OFCOMPLIANCE / CHIEF COMPLIANCE OFFICER

yes

11/2023

May 3, 2024

Jun 28, 2024

H.R.L MORRISON & CO GROUP GP LIMITED

GENERAL PARTNER

yes

12/2013

Mar 31, 2023

Jun 28, 2024

H.R.L. MORRISON & CO GROUP LIMITED PARTNERSHIP

SOLE SHAREHOLDER

yes

12/2019

Jul 30, 2021

Jun 28, 2024

H.R.L. MORRISON & CO UNITED STATES HOLDINGS LIMITED

SOLE MEMBER

yes

12/2019

Aug 4, 2021

Jun 28, 2024

HOWARD, ANTHONY, JAMES WILLIAM

Trustee

yes

12/2012

Jul 30, 2021

Jun 28, 2024

Morrison, Robert, William Bentley

Trustee

yes

09/2011

Jul 30, 2021

Jun 28, 2024

Newfield, Paul, Joseph Charles

CHIEF EXECUTIVE OFFICER

yes

01/2022

Jul 30, 2021

Jun 28, 2024

Saville, Duncan, Paul

Member

yes

11/2016

Jul 30, 2021

Jun 28, 2024

Smales, William, Oliver Clayton

CHIEF INVESTMENT OFFICER

yes

12/2021

Jul 30, 2021

Jun 28, 2024

Stewart, Andrew, James

Trustee

yes

09/2011

Jul 30, 2021

Jun 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CHRYSALIS RENEWABLES GP LIMITED

n/a

yes

n/a

MIP AUD HEDGED FEEDER PTY LTD

n/a

yes

n/a

MIP AUSTRALIA FEEDER PTY LTD

n/a

yes

n/a

MIP GP S.A.R.L

n/a

yes

n/a

MIP MANAGEMENT PTY LIMITED

n/a

yes

n/a

MIP UNITI PTY LIMITED

n/a

yes

n/a

MLI MANAGEMENT PTY LIMITED

n/a

yes

n/a

MORRISON & CO EMPLOYEE CO - INVEST (PIP 2) LIMITED

n/a

MORRISON & CO EMPLOYEE CO - INVEST (PIP 3) LIMITED

n/a

yes

n/a

MORRISON & CO EMPLOYEE CO-INVEST (MGIF) PTY LIMITED

n/a

yes

n/a

MORRISON & CO GROWTH INFRASTRUCTURE INVESTMENTS NO.1 PTY LIMITED

n/a

yes

n/a

MORRISON & CO PIP LIMITED

n/a

yes

n/a

MORRISON & CO SPV MANAGEMENT LIMITED

n/a

yes

n/a

MORRISON HCF AUSTRALIA FEEDER PTY LIMITED

n/a

yes

n/a

MORRISON INFRASTRUCTURE MANAGEMENT (AUSTRALIA) PTY LIMITED

n/a

yes

n/a

MORRISON INFRASTRUCTURE MANAGEMENT LIMITED

n/a

yes

n/a

MORRISON INFRASTRUCTURE UK LIMITED

n/a

yes

n/a

MORRISON INTERNATIONAL LIMITED

n/a

yes

n/a

MORRISON INVESTMENT MANAGEMENT LIMITED

n/a

yes

n/a

MORRISON PRIVATE MARKETS PTY LIMITED

n/a

yes

n/a

MORRISON UTILITIES MANAGEMENT PTY LIMITED

n/a

yes

n/a

MORRISON VENTURES LIMITED

n/a

yes

n/a

MVA II AUSTRALIA FEEDER PTY LIMITED

n/a

yes

n/a

MVA II FUNDS MANAGEMENT PTY LIMITED

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Sydney

n/a

Australia

London

n/a

United Kingdom

NEW YORK

United States

Auckland

n/a

New Zealand

Singapore

n/a

Singapore

Melbourne

n/a

Australia

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 30, 2026

$28B

$2.8B

n/a

2024

Jun 28, 2024

$26B

$2.7B

n/a

2023

Jun 29, 2023

$5.9B

$1.4B

2021

Mar 30, 2022

$15B

$1.4B

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$33B

$26B

26.6%

n/a