{
  "crd_number": 268789,
  "slug": "morningside-asset-management-wilmington-de-268789",
  "primary_business_name": "MORNINGSIDE ASSET MANAGEMENT",
  "legal_name": "MORNINGSIDE ASSET MANAGEMENT LLC",
  "dbas": [
    "MORNINGSIDE ASSET MANAGEMENT LLC"
  ],
  "city": "Wilmington",
  "state": "DE",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-06-08",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-05-22",
  "carried_forward": false,
  "raum_total": 135571550.0,
  "raum_discretionary": 135571550.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 36883663.0,
      "count": 2,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 98687887.0,
      "count": 5
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "DE",
    "IL"
  ],
  "websites": [
    "https://linkedin.com/company/morningsideam",
    "https://morningsideam.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/268789",
  "city_as_filed": "WILMINGTON",
  "url": "https://advisorcensus.com/firm/morningside-asset-management-wilmington-de-268789",
  "display_name": "Morningside Asset Management",
  "summary": "Morningside Asset Management is an SEC-registered investment advisory firm in Wilmington, DE, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 22, 2026.",
  "citation": "AdvisorCensus. Morningside Asset Management (CRD 268789): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Morningside Asset Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Morningside Asset Management reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Morningside Asset Management charge?",
      "a": "Its Form ADV Part 2A brochure dated May 8, 2026 states: Up to $50,000,000: 0.9% a year; $50,000,001 to $100,000,000: 0.85% a year; Above $100,000,001: 0.75% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Morningside Asset Management located?",
      "a": "Morningside Asset Management's principal office is in Wilmington, DE, according to its Form ADV; the June 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Morningside Asset Management registered with the SEC or a state?",
      "a": "Morningside Asset Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 268789."
    },
    {
      "q": "How much does Morningside Asset Management manage?",
      "a": "Morningside Asset Management reports $135,571,550 in regulatory assets under management in its Form ADV filing dated May 22, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Morningside Asset Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (5); charitable organizations (2)."
    },
    {
      "q": "Which custodians does Morningside Asset Management use?",
      "a": "Morningside Asset Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Amalgamated Bank as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Morningside Asset Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/268789"
    },
    {
      "q": "Does Morningside Asset Management state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated May 8, 2026 says: \"The requirement for opening an account with us is set at a minimum account size of $3,000,000. This minimum may be waived on an account-by-account basis at the sole discretion of our management.\""
    },
    {
      "q": "What changed in Morningside Asset Management's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 8, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $50,000,000",
        "rate": "0.9%"
      },
      {
        "band": "$50,000,001 to $100,000,000",
        "rate": "0.85%"
      },
      {
        "band": "Above $100,000,001",
        "rate": "0.75%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$3,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $50,000,000: 0.9% a year",
          "$50,000,001 to $100,000,000: 0.85% a year",
          "Above $100,000,001: 0.75% a year"
        ],
        "quotes": [
          "Our typical fee schedule is as follows: Direct Investment Management Services Fee Schedule Assets under Management Annual Advisory Fee Up to $50,000,000 0.90% (90 basis points) $50,000,001 to $100,000,000 0.85% (85 basis points) Over $100,000,000 0.75% (75 basis points)"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $3,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The requirement for opening an account with us is set at a minimum account size of $3,000,000. This minimum may be waived on an account-by-account basis at the sole discretion of our management."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 50000000.0,
          "rate_pct": 0.9
        },
        {
          "min": 50000001.0,
          "max": 100000000.0,
          "rate_pct": 0.85
        },
        {
          "min": 100000001.0,
          "max": null,
          "rate_pct": 0.75
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 3000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Our typical fee schedule is as follows: Direct Investment Management Services Fee Schedule Assets under Management Annual Advisory Fee Up to $50,000,000 0.90% (90 basis points) $50,000,001 to $100,000,000 0.85% (85 basis points) Over $100,000,000 0.75% (75 basis points)",
      "The requirement for opening an account with us is set at a minimum account size of $3,000,000. This minimum may be waived on an account-by-account basis at the sole discretion of our management."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Amalgamated Bank",
      "name_as_filed": "AMALGAMATED BANK",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/morningside-asset-management-wilmington-de-268789.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 98687887.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": true,
      "raum": 36883663.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/268789",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}