SourcingSourcing

MORSE ASSET MANAGEMENT, INC.

C41
CRD 285650·SEC 801-108550·DARIEN, CT
AUM
$534.3M
$500M-$1B
Est. Revenue
$5.3M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$12.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MORSE ASSET MANAGEMENT, INC.
CRD
285650
SEC file #
801-108550
EIN
383994772
DBA names
—

Economics

AUM
$534.3M
AUM band
$500M-$1B
AUM trajectory
'20'26
$346.0M → $534.3M▲ +54%
Client mix
Individuals High Net Worth144
Individuals Other36
Charitable Organizations11
Corporations7

Operations

Employees (total)
6
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
4 advisors → 5 advisors▲ +25%
Primary office
DARIEN CT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/morse-asset-management-inc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MORSE, SARAH, CUMMINGS
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
MORSE, SARAH, CUMMINGS
MCLAUGHLIN, IAN, ANDREW
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:morseasset.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001705711
Edgar Registered
Yes
Edgar Filing Count
39
Edgar First Filing Date
2017-05-04
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
39
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001705711-26-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Charles Schwab6
E*trade4
Bny Mellon2
Edgar Addresses
Mailing
23 OLD KINGS HIGHWAY SOUTHSUITE 200DARIEN, CT 06820
Business
23 OLD KINGS HIGHWAY SOUTHSUITE 200DARIEN, CT 06820
Edgar EIN
383994772
Edgar Recent Filings
13F-HR2026-05-14 · 0001705711-26-000004
13F-HR2026-02-03 · 0001705711-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
6262004
Trust Company Affiliate
No

People (5)

5
MORSE, SARAH, CUMMINGS
Direct Owner · 62.5%
6262004
MCLAUGHLIN, IAN, ANDREW
Direct Owner · 17.5%
4863096
MORSE, ROBERT, BRADLEY
Direct Owner · 17.5%
4819277
WANG, JIAN, H
Direct Owner · 17.5%
2632119
ADELMAN, LAUREN, KOBY
Direct Owner · 7.5%
5050539