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MORTON CAPITAL MANAGEMENT, LLC, CRD 141250
CALABASAS, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| PRISCILLA ANN BREHM | Chartered Financial Consultant | CALABASAS, CA | 20 | 29 | 1 | no |
| JOSEPH ALAN SEETOO | Certified Financial Planner|Chartered Financial Analyst | CALABASAS, CA | 18 | 27 | n/a | no |
| MEGHAN HILLARY PINCHUK | Certified Financial Planner|Chartered Financial Analyst | CALABASAS, CA | 17 | 12 | n/a | no |
| JEFFREY SARTI | Chartered Financial Analyst | CALABASAS, CA | 14 | 22 | 2 | no |
| STACEY LYNN MCKINNON | n/a | CALABASAS, CA | 11 | 11 | n/a | no |
| KEVIN GREGORY REX | n/a | CALABASAS, CA | 10 | 11 | n/a | no |
| BRUCE LAWRENCE TYSON | n/a | CALABASAS, CA | 10 | 11 | n/a | no |
| Brittany Yudkowsky | Certified Financial Planner | CALABASAS, CA | 9 | 11 | n/a | no |
| CHRISTOPHER MICHAEL GALESKI | n/a | CALABASAS, CA | 8 | 16 | 2 | no |
| Michael Rudow | n/a | CALABASAS, CA | 5 | 11 | 1 | no |
| Austin Overholt | n/a | CALABASAS, CA | 5 | 13 | n/a | no |
| Nadya Mets | Chartered Financial Analyst | CALABASAS, CA | 4 | 13 | 3 | no |
| PATRICE G BENING | Certified Financial Planner | CALABASAS, CA | 4 | 21 | n/a | no |
| Beau Thomas Wirick | n/a | CALABASAS, CA | 3 | 12 | 1 | no |
| Nicholas Valaika | Certified Financial Planner | CALABASAS, CA | 1 | 12 | n/a | no |
| ELIAS FRANCHESCO VERA | Certified Financial Planner|Chartered Financial Analyst | CALABASAS, CA | 1 | 25 | 2 | no |
| Morgan Jul | n/a | CALABASAS, CA | 1 | 10 | n/a | no |
| JENNIFER MARIE CARUSO | n/a | CALABASAS, CA | 1 | 16 | 1 | no |
| Sophie Christine Jacqueline Leahy | Certified Financial Planner | CALABASAS, CA | 1 | 10 | 1 | no |
| Ian Rennick | n/a | CALABASAS, CA | 1 | 11 | n/a | no |
| SASAN FAIZ | n/a | CALABASAS, CA | 1 | 23 | 1 | no |
| ERIC JAY SELTER | n/a | CALABASAS, CA | 1 | 43 | 2 | no |
| Bryan Vito Phelan | n/a | CALABASAS, CA | 0 | 11 | n/a | no |
| Thomas Patrick Mooney | Certified Financial Planner | CALABASAS, CA | 0 | 13 | 1 | no |
| MICHAEL BRIAN PRIVETT | Chartered Financial Consultant | Calabasas, CA | 0 | 32 | 4 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| RBE CAPITAL PARTNERS FUND LP | Securitized Asset Fund | $7.0M | May 5, 2026 | 95 | Nov 1, 2021 | reported | n/a |
| NEGATIVE CORRELATION PARTNERS, LLC | Hedge Fund | $865,883 | Oct 9, 2014 | 44 | Mar 28, 2012 | dropped | 021-51696 |
| M83 INCOME FUND LLC | Other Private Fund | $0 | May 13, 2024 | 0 | Mar 19, 2024 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| MCKINNON, STACEY, LYNN | CHIEF OPERATING OFFICER | A | yes | 12/2017 | May 5, 2026 | May 5, 2026 |
| PINCHUK, MEGHAN, HILLARY | CHIEF INVESTMENT OFFICER & MANAGER | C | yes | 10/2013 | May 5, 2026 | May 5, 2026 |
| SARTI, JEFFREY | CEO & MANAGER | Na | yes | 10/2013 | May 5, 2026 | May 5, 2026 |
| SARTI, SARA, MINKYUNG | TRUSTEE- THE SARTI TRUST | Na | yes | 06/2017 | May 5, 2026 | May 5, 2026 |
| SELTER, ERIC, JAY | EXECUTIVE VICE PRESIDENT & MANAGER | Na | yes | 07/2006 | May 5, 2026 | May 5, 2026 |
| SELTER, LYNN, MARIE | TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | Na | yes | 10/2013 | May 5, 2026 | May 5, 2026 |
| STRIKS, MENACHEM | CHIEF COMPLIANCE OFFICER | Na | yes | 10/2020 | May 5, 2026 | May 5, 2026 |
| ERIC AND LYNN SELTER FAMILY TRUST | Owner | B | yes | 10/2013 | Oct 18, 2013 | May 13, 2024 |
| SARTI, SARA, MINKYUNG | Trustee | F | yes | 10/2013 | Mar 30, 2018 | May 13, 2024 |
| SELTER, LYNN, MARIE | Trustee | F | yes | 10/2013 | Oct 18, 2013 | May 13, 2024 |
| THE SARTI TRUST | Owner | C | yes | 10/2013 | Mar 30, 2018 | May 13, 2024 |
| MORTON, ROXANNA, FAYE | TRUSTEE - MORTON FAMILY TRUST | Na | no | 10/2013 | May 5, 2026 | May 5, 2026 |
| SEETOO, JENNIFER, LOUISE | TRUSTEE- THE C-II TRUST | Na | no | 04/2016 | May 5, 2026 | May 5, 2026 |
| SEETOO, JOSEPH, ALAN | WEALTH ADVISOR, SENIOR VICE PRESIDENT | Na | no | 04/2016 | May 5, 2026 | May 5, 2026 |
| C-II TRUST | Owner | A | no | 04/2016 | Mar 30, 2018 | May 13, 2024 |
| MORTON FAMILY TRUST | Owner | A | no | 10/2013 | Oct 18, 2013 | May 13, 2024 |
| MORTON, ROXANNA, FAYE | Trustee | F | no | 10/2013 | Oct 18, 2013 | May 13, 2024 |
| SEETOO, JENNIFER, LOUISE | Trustee | F | no | 04/2016 | Mar 30, 2018 | May 13, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| BRIAN HOWARD STANDING | n/a | n/a | n/a | N | no | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 25, 2026 | $3.5B | $3.4B | 58 | 25 | 0 | 1 | n/a |
| 2024 | Mar 27, 2025 | $3.0B | $2.9B | 57 | 27 | 0 | 1 | n/a |
| 2023 | Mar 19, 2024 | $2.6B | $2.6B | 55 | 27 | 0 | 2 | $8.3M |
| 2022 | Mar 28, 2023 | $2.4B | $2.3B | 53 | 26 | 0 | 1 | $8.0M |
| 2021 | Mar 22, 2022 | $2.4B | $2.4B | 56 | 24 | 1 | 1 | $10.4M |
| 2020 | Mar 24, 2021 | $2.2B | $2.1B | 47 | 24 | 1 | n/a | n/a |
| 2019 | Mar 25, 2020 | $2.0B | $2.0B | 40 | 18 | 0 | n/a | n/a |
| 2018 | Mar 29, 2019 | $1.8B | $1.7B | 35 | 18 | 1 | n/a | n/a |
| 2017 | Mar 30, 2018 | $1.8B | $1.7B | 32 | 20 | 1 | n/a | n/a |
| 2016 | Mar 29, 2017 | $1.6B | $1.6B | 29 | 20 | n/a | n/a | n/a |
| 2015 | Mar 25, 2016 | $1.5B | $1.4B | 24 | 16 | n/a | n/a | n/a |
| 2014 | Mar 31, 2015 | $1.4B | $1.2B | 22 | 14 | n/a | n/a | n/a |
| 2013 | Mar 31, 2014 | $1.3B | $1.1B | 22 | 13 | n/a | 1 | $8.7M |
| 2012 | Mar 26, 2013 | $1.1B | $1.0B | 22 | 13 | n/a | 1 | $8.8M |
| 2011 | Mar 28, 2012 | $928M | $791M | n/a | n/a | n/a | 1 | $8.0M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 5 | 4 | 1 | 12.9% | 2 | 0 | 0 | 10 | 7 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $3.5B | $3.0B | 17.2% | $2.4B | 13.4% | 58 | 57 | 0 | 0 |