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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 1b 10b

MORGAN PROPERTIES SPECIAL SITUATIONS II LLC

CRD 300795

CONSHOHOCKEN, PA

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:f5b96f88-20e1-572e-0098-926100fefc31

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 8
On other graphs: 0
Observed: Jan 29, 2020 to Mar 30, 2026
8 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=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.4BItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $152M
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: 16
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 10
Custody, client assets: $996M
SEC number: 801-118135
CRD: 300795
Filings on the tape: 8
First filed: Jan 29, 2020
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, DE
Website: morgan-properties.com

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
DIKOS, MARINA, NMN	CHIEF FINANCIAL OFFICER	Na	yes	01/2023	Mar 28, 2023	Sep 18, 2024
MORGAN FAMILY TRUST	LIMITED PARTNER	E	yes	03/2019	Jan 29, 2020	Sep 18, 2024
Morgan, Hilarie, L	Trustee	F	yes	12/2007	Jan 29, 2020	Sep 18, 2024
MORGAN, JASON, A	President	Na	yes	03/2019	Mar 30, 2021	Sep 18, 2024
SCHECTER, MICHAEL	GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER	Na	yes	03/2019	Jan 29, 2020	Sep 18, 2024
Stempel, Murray	Trustee	F	yes	12/2007	Jan 29, 2020	Sep 18, 2024

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	Private funds	Fund GAV
2025	Mar 30, 2026	$1.4B	$152M	20	16	n/a	n/a
2024	Mar 28, 2025	$1.3B	$63.1M	20	16	n/a	n/a
2023	Mar 27, 2024	$1.4B	$0	17	13	n/a	n/a
2022	Mar 28, 2023	$1.0B	$0	13	11	n/a	n/a
2021	Mar 30, 2022	$805M	$0	14	11	n/a	n/a
2020	Mar 30, 2021	$632M	$0	11	5	n/a	n/a

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	$1.4B	$1.3B	3.7%	$1.0B	10.6%	20	20	0	0

Relationships

Controls (6)

← MORGAN, JASON, AOwnerPRESIDENT, ownership code NA, individual
Mar 30, 2021 to Sep 18, 2024factForm ADV
← Stempel, MurrayOwnerTRUSTEE, ownership code F, individual
Jan 29, 2020 to Sep 18, 2024factForm ADV
← Morgan, Hilarie, LOwnerTRUSTEE, ownership code F, individual
Jan 29, 2020 to Sep 18, 2024factForm ADV
← DIKOS, MARINA, NMNOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 28, 2023 to Sep 18, 2024factForm ADV
← SCHECTER, MICHAELOwnerGENERAL COUNSEL & CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 29, 2020 to Sep 18, 2024factForm ADV
← MORGAN FAMILY TRUSTOwnerLIMITED PARTNER, ownership code E, domestic entity
Jan 29, 2020 to Sep 18, 2024factForm ADV

Dated events

Occurred
Mar 27, 2024
Regulatory AUM changed
Morgan Properties Special Situations Ii Llc reported RAUM $1.4B, up 40% from $1.0B (2023-03-28 to 2024-03-27)
Form ADVobserved 6 days ago
$402M
Occurred
Mar 28, 2023
Regulatory AUM changed
Morgan Properties Special Situations Ii Llc reported RAUM $1.0B, up 26% from $805.5M (2022-03-30 to 2023-03-28)
Form ADVobserved 6 days ago
$209M
Occurred
Mar 28, 2023
Control person left
Patrick Joseph O'Grady (Chief Financial Officer) no longer on Schedule A of Morgan Properties Special Situations Ii Llc (listed 2022-03-30, absent 2023-03-28)
Form ADVobserved 6 days ago
Occurred
Mar 28, 2023
Control person joined
Nmn Marina Dikos (Chief Financial Officer) appeared on Schedule A of Morgan Properties Special Situations Ii Llc
Form ADVobserved 6 days ago
Occurred
Mar 30, 2022
Regulatory AUM changed
Morgan Properties Special Situations Ii Llc reported RAUM $805.5M, up 27% from $632.2M (2021-03-30 to 2022-03-30)
Form ADVobserved 6 days ago
$173M
Occurred
Mar 30, 2021
Regulatory AUM changed
Morgan Properties Special Situations Ii Llc reported RAUM $632.2M, up 79% from $354.0M (2020-01-29 to 2021-03-30)
Form ADVobserved 6 days ago
$278M
Occurred
Mar 30, 2021
Control person joined
A Jason Morgan (President) appeared on Schedule A of Morgan Properties Special Situations Ii Llc
Form ADVobserved 6 days ago
Occurred
Jan 29, 2020
First Form ADV filing
Morgan Properties Debt Holdings, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f5b96f88-20e1-572e-0098-926100fefc31
First observed: Jan 29, 2020
Last observed: Mar 30, 2026 5 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.

MORGAN PROPERTIES SPECIAL SITUATIONS II LLC

CRD 300795

CONSHOHOCKEN, PA

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:f5b96f88-20e1-572e-0098-926100fefc31

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:03 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DIKOS, MARINA, NMN

CHIEF FINANCIAL OFFICER

yes

01/2023

Mar 28, 2023

Sep 18, 2024

MORGAN FAMILY TRUST

LIMITED PARTNER

yes

03/2019

Jan 29, 2020

Sep 18, 2024

Morgan, Hilarie, L

Trustee

yes

12/2007

Jan 29, 2020

Sep 18, 2024

MORGAN, JASON, A

President

yes

03/2019

Mar 30, 2021

Sep 18, 2024

SCHECTER, MICHAEL

GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER

yes

03/2019

Jan 29, 2020

Sep 18, 2024

Stempel, Murray

Trustee

yes

12/2007

Jan 29, 2020

Sep 18, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$1.4B

$152M

n/a

2024

Mar 28, 2025

$1.3B

$63.1M

n/a

2023

Mar 27, 2024

$1.4B

n/a

2022

Mar 28, 2023

$1.0B

n/a

2021

Mar 30, 2022

$805M

n/a

2020

Mar 30, 2021

$632M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.4B

$1.3B

3.7%

$1.0B

10.6%