# Morningside Asset Management

> 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.

- CRD: 268789
- Filed as: MORNINGSIDE ASSET MANAGEMENT
- Legal name: Morningside Asset Management LLC
- Also doing business as: MORNINGSIDE ASSET MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wilmington, DE
- Filing period: October 2026
- Form ADV filing dated: May 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/268789
- AdvisorCensus page: https://advisorcensus.com/firm/morningside-asset-management-wilmington-de-268789

## Quick answers

**How is Morningside Asset Management compensated?**
On its Form ADV (Item 5.E, October 2026), Morningside Asset Management reports these compensation arrangements: a percentage of assets under its management.

**How much does Morningside Asset Management charge?**
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.

**Where is Morningside Asset Management located?**
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).

**Is Morningside Asset Management registered with the SEC or a state?**
Morningside Asset Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 268789.

**How much does Morningside Asset Management manage?**
Morningside Asset Management reports $135,571,550 in regulatory assets under management in its Form ADV filing dated May 22, 2026 (100% discretionary).

**What types of clients does Morningside Asset Management serve?**
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).

**Which custodians does Morningside Asset Management use?**
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.

**Does Morningside Asset Management report any disciplinary disclosures?**
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

**Does Morningside Asset Management state an account minimum?**
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."

**What changed in Morningside Asset Management's recent Form ADV filings?**
In the July 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated May 8, 2026)

- 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

> 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)

- Account minimum: $3,000,000 (the brochure says it may be waived or negotiated)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Amalgamated Bank

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.

### Regulatory assets under management (Item 5.F)
- Total: $135,571,550
- Discretionary: $135,571,550
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $98,687,887 |
| Charitable organizations | 2 | $36,883,663 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Chicago, IL
- Wilmington, DE

### Websites listed on Form ADV (Item 1.I)
- morningsideam.com
- LinkedIn @morningsideam

## Changes in the filing (last 12 months)

### July 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Morningside Asset Management (CRD 268789): Form ADV filing data as of October 2026.