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Mcmorgan & Company LLC logo

Mcmorgan & Company LLC

SAN FRANCISCO, CA

Form ADV and provider website profile · CRD 115060 · regulatory data as of Jul 24, 2026

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This profile compiles reported firm AUM, institutional client counts, ownership information, and source-linked regulatory records for Mcmorgan & Company LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$7.6BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
221Institutional ClientsInstitutional ClientsInstitutional client relationships identified from the firm’s Form ADV data. This is not necessarily the number of OCIO mandates.
$7.6BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$5MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameMCMORGAN & COMPANY LLC

CRD number115060

Firm foundedNot reported

SEC registration dateOct 11, 2001

Employees26

Advisory professionals14

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

33 NEW MONTGOMERY STREET, SAN FRANCISCO, CA, 94105

415-788-9300

https://www.mcmorgan.com/

LinkedIn not reported

Firm AUM History (USD)

Source: Form ADV
$7.6B

As of Jul 24, 2026

Client Mix by Firm AUM

Source: Form ADV client records
Retirement Plans40.0%$3.0B
Other34.6%$2.6B
Other Pooled Vehicles25.1%$1.9B
High-Net-Worth0.2%$12M
Individuals0.1%$5M

Percentages and AUM are shown from the same reported Form ADV client-type records.