MORGAN CREEK CAPITAL MANAGEMENT, LLC
C33
CRD 138401·SEC 801-65690·CHAPEL HILL, NC
AUM
$1.79B
$1B+
Est. Revenue
$17.9M
@ 1% on AUM
Est. EBITDA
$5.4M
@ 30% margin
Est. Deal Value
$43.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $1.81B
'21 · $1.71B
'22 · $1.86B
'23 · $2.13B
'25 · $1.51B
'26 · $1.79B
'20'26
$1.81B → $1.79B▼ -1%
Client mix
| Pooled Investment Vehicles | 37 |
| Individuals High Net Worth | 15 |
| Charitable Organizations | 2 |
| Investment Companies | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 15 advisors
'21 · 15 advisors
'22 · 15 advisors
'23 · 17 advisors
'25 · 17 advisors
'26 · 17 advisors
'20'26
15 advisors → 17 advisors▲ +13%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesSelection of other advisersOther Advisory Services
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2012-03-222012-03-22 · 0000919574-12-002469
2012-01-052012-01-05 · 0000919574-12-000039
Compliance & brand
All other collected signals (16)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
C/O MORGAN CREEK PARTNERS VENTURE, LLC301 WEST BARBEE CHAPEL ROAD, SUITE 200CHAPEL HILL,, NC 27517
Business
C/O MORGAN CREEK PARTNERS VENTURE, LLC301 WEST BARBEE CHAPEL ROAD, SUITE 200CHAPEL HILL,, NC 27517
Rdap Nameservers
Ns-1196.awsdns-21.orgNs-1695.awsdns-19.co.ukNs-448.awsdns-56.comNs-606.awsdns-11.net