# Morrison US, LLC

> Morrison US, LLC is an SEC-registered investment advisory firm in Wellington, New Zealand, registered since 2021, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 1, 2026.

- CRD: 315983
- Filed as: MORRISON US, LLC
- Also doing business as: MORRISON, MORRISON GLOBAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wellington, New Zealand
- Filing period: October 2026
- Form ADV filing dated: July 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315983
- AdvisorCensus page: https://advisorcensus.com/firm/morrison-us-llc-wellington-315983

## Quick answers

**How is Morrison US, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Morrison US, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Morrison US, LLC located?**
Morrison US, LLC's principal office is in Wellington, New Zealand, according to its Form ADV; the August 2026 filing also lists 6 other offices (Schedule D, Section 1.F).

**Is Morrison US, LLC registered with the SEC or a state?**
Morrison US, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315983.

**How much does Morrison US, LLC manage?**
Morrison US, LLC reports $32,527,000,000 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (10% discretionary).

**How have Morrison US, LLC's assets and staff changed since 2021?**
In the Form ADV data for Morrison US, LLC: Regulatory assets under management: $14,683,990,000 in the October 2021 data and $32,527,000,000 in the October 2026 data, up 122%. Total employees: 3 in October 2021 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Morrison US, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4); pension and profit sharing plans (but not the plan participants or government pension plans) (4); sovereign wealth funds and foreign official institutions (1).

**Does Morrison US, LLC 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/315983

**What changed in Morrison US, LLC's recent Form ADV filings?**
In the August 2026 filing data: Regulatory assets under management went from $27,967,200,000 to $32,527,000,000 (+16%). Changed its office addresses in London. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $32,527,000,000
- Discretionary: $3,196,000,000
- Non-discretionary: $29,331,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $8,900,000,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $5,907,000,000 |
| Sovereign wealth funds and foreign official institutions | 1 | $5,925,000,000 |
| Corporations or other businesses not listed above | 1 | $11,795,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 20 total, 14 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Auckland
- London
- Melbourne
- New York, NY
- Singapore
- Sydney

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $14,683,990,000 | 3 | September 16, 2021 |
| October 2022 | $15,400,000,000 | 7 | March 30, 2022 |
| October 2023 | $5,942,329,163 | 13 | August 2, 2023 |
| October 2024 | $25,685,270,000 | 19 | June 28, 2024 |
| October 2025 | $27,967,200,000 | 20 | June 27, 2025 |
| October 2026 | $32,527,000,000 | 20 | July 1, 2026 |

Regulatory assets under management: $14,683,990,000 in the October 2021 data and $32,527,000,000 in the October 2026 data, up 122%.
Total employees: 3 in October 2021 and 20 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Regulatory assets under management went from $27,967,200,000 to $32,527,000,000 (+16%).
- Changed its office addresses in London.
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Morrison US, LLC (CRD 315983): Form ADV filing data as of October 2026.