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SEC-registered adviser

M••••••• W••••••••• V•••••••• • C••••••• I•••

Asset manager (funds and pooled vehicles)New York, New YorkCRD 108692SEC 801-55062website IAPD

Latest filing Mar 17, 2026

First filing on the tape Mar 27, 2012 · 26 filings

SEC status approved since Nov 25, 1997

RAUM

$194M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

4 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

26 filings and snapshots on the tape

RAUM$194M as of Mar 17, 2026

Mar 27, 2012$173M then

HNW client RAUM$7.4M as of Mar 9, 2020

Mar 27, 2018$13.7M then

State-registered IARs (5.B.3)0 as of Mar 17, 2026

Mar 27, 20120 then

Employees (5.A)9 as of Mar 17, 2026

Mar 15, 201310 then

Private funds1 as of Mar 17, 2026

Mar 27, 20122 then

RAUM +7.5% over the last fiscal year+12% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Mar 17, 2026; every figure names its basis

RAUM per advisor: unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor: unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client: unknownderivedHNW RAUM over HNW clients
Average account: $64.5MderivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: unknownderivedItem 5.A over advisors
Advisors per office: unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year: +7.5%derivedbetween the last two annual amendments
Advisor growth, one year: unknownderivedItem 5.B.3 between annual amendments
Client growth, one year: unknownderived
Compensation: percentage of assets, performance-basedreportedItem 5.E
Advisory activities: portfolio management for pooled vehiclesreportedItem 5.G
Custody: $194M, 3 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
compensates persons for client referrals (8.G.1)
compensates non-employees for client referrals (8.G.2)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)
a related person has custody of client cash (9.B.1.a)
a related person has custody of client securities (9.B.1.b)
marketing includes hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Pooled investment vehicles$194M100%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 3reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: $194M for 3 clientsreported
Compensation: % of AUM, performancereported
Class basis: private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

0 on IAPD today, longest tenure first

No representative is registered through this CRD on IAPD.

Advisor movement

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Private funds

3 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
P•••••• P•••••••• L•••no longer reported	Hedge Fund	$178M	31	Mar 27, 2012
M•••••• W•••••••• M••••• F••• •••• L••••••	Hedge Fund	$166M	35	Mar 22, 2023
P•••••• I••••••••• •••• L••••••no longer reported	Hedge Fund	$42.2M	7	Mar 27, 2012

Owners and control persons

Schedule A and B, latest filing

M•••••••• M••••••• N••••••••• · Cfo/Chief Compliance Officercontrol
since 11/2002 · owns less than 5%
M••••••• E••••• H•••••• · Chairman /Directorcontrol
since 04/1975 · owns 75% or more
S•••••••• S••••• A•••• · President/Chief Investment Officer/Directorcontrol
since 04/2022 · owns less than 5%

Related persons

Schedule D 7.A

M• M••••••••• L••
investment adviserpooled vehicle sponsorn
P•••••• M••••••••• L••
investment adviserpooled vehicle sponsorn

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Assets in custody · $180M to $194M
Mar 27, 2025 to Mar 17, 2026
Employees · 8 to 9
Mar 27, 2025 to Mar 17, 2026
Discretionary RAUM · $180M to $194M
Mar 27, 2025 to Mar 17, 2026
Pooled vehicle RAUM · $180M to $194M
Mar 27, 2025 to Mar 17, 2026
RAUM · $180M to $194M
Mar 27, 2025 to Mar 17, 2026
Assets in custody · $166M to $180M
Mar 25, 2024 to Mar 27, 2025
Financial planning clients · unset to
Mar 25, 2024 to Mar 27, 2025
Discretionary RAUM · $166M to $180M
Mar 25, 2024 to Mar 27, 2025
Pooled vehicle RAUM · $166M to $180M
Mar 25, 2024 to Mar 27, 2025
RAUM · $166M to $180M
Mar 25, 2024 to Mar 27, 2025
Assets in custody · $137M to $166M
Mar 22, 2023 to Mar 25, 2024
Discretionary RAUM · $137M to $166M
Mar 22, 2023 to Mar 25, 2024
Pooled vehicle RAUM · $137M to $166M
Mar 22, 2023 to Mar 25, 2024
RAUM · $137M to $166M
Mar 22, 2023 to Mar 25, 2024
Accounts · 2 to 3
Apr 20, 2022 to Mar 22, 2023
Pooled vehicle clients · 2 to 3
Apr 20, 2022 to Mar 22, 2023
Assets in custody · $220M to $137M
Apr 20, 2022 to Mar 22, 2023
Employees · 9 to 8
Apr 20, 2022 to Mar 22, 2023
Private funds · 2 to 1
Apr 20, 2022 to Mar 22, 2023
Discretionary RAUM · $220M to $137M
Apr 20, 2022 to Mar 22, 2023
Pooled vehicle RAUM · $220M to $137M
Apr 20, 2022 to Mar 22, 2023
RAUM · $220M to $137M
Apr 20, 2022 to Mar 22, 2023
Assets in custody · $213M to $220M
Mar 29, 2021 to Mar 30, 2022
Discretionary RAUM · $213M to $220M
Mar 29, 2021 to Mar 30, 2022
Pooled vehicle RAUM · $213M to $220M
Mar 29, 2021 to Mar 30, 2022
RAUM · $213M to $220M
Mar 29, 2021 to Mar 30, 2022
Accounts · 5 to 2
Mar 20, 2020 to Mar 29, 2021
Advisory activities · 2 to 1
Mar 20, 2020 to Mar 29, 2021
Assets in custody · $131M to $213M
Mar 20, 2020 to Mar 29, 2021
Discretionary RAUM · $138M to $213M
Mar 20, 2020 to Mar 29, 2021
HNW RAUM · 7370504.0 to unset
Mar 20, 2020 to Mar 29, 2021
Pooled vehicle RAUM · $131M to $213M
Mar 20, 2020 to Mar 29, 2021
RAUM · $138M to $213M
Mar 20, 2020 to Mar 29, 2021
Assets in custody · $107M to $131M
Jan 8, 2020 to Mar 9, 2020
Discretionary RAUM · $114M to $138M
Jan 8, 2020 to Mar 9, 2020
HNW RAUM · $6.6M to $7.4M
Jan 8, 2020 to Mar 9, 2020
Pooled vehicle RAUM · $107M to $131M
Jan 8, 2020 to Mar 9, 2020
RAUM · $114M to $138M
Jan 8, 2020 to Mar 9, 2020
Accounts · 6 to 5
Mar 27, 2018 to Feb 27, 2019
Assets in custody · $105M to $107M
Mar 27, 2018 to Feb 27, 2019

Signals

1 dated events

Allen Scott Storkamp (Chief Investment Officer) appeared on Schedule A of M••••••• W••••••••• V•••••••• • C••••••• I•••
Jan 8, 2020 · Control person joined · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Firm profile: linkedin.com/company/morgens-waterfall-vintiadisreportedpublic record, Form ADV, Sep 21, 2026
Website: m•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: 212-218-4100reportedpublic record, Form ADV, Mar 17, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
RAUM per advisor: n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026