Mcmorgan & Company LLC
SAN FRANCISCO, CA
Form ADV and provider website profile · CRD 115060 · regulatory data as of Sep 16, 2026
This profile compiles reported firm AUM, regulatory account 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.
221Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 09/2002
- Type
- Individual
- Control person
- Yes
- Ownership
- 10% but less than 25%
- Reported since
- 01/2008
- Type
- Individual
- Control person
- Yes
- Ownership
- 10% but less than 25%
- Reported since
- 07/2012
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 04/2017
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 04/2017
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 07/2020
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Brian Thomas Morton | President, Board Of Managers, Member | 09/2002 | Individual | Yes | 10% but less than 25% |
| John F. Scott Santaguida | Ceo & Board Of Managers | 01/2008 | Individual | Yes | 10% but less than 25% |
| Andrew S Josef | General Counsel And Chief Compliance Officer | 07/2012 | Individual | Yes | Less than 5% |
| Llc Mcm Holdings Gp | Owner | 04/2017 | Domestic entity | Yes | Less than 5% |
| Lp Mcm Holdings | Owner | 04/2017 | Domestic entity | Yes | 75% or more |
| Ken Hiroshi Tsuboi | Chief Investment Officer | 07/2020 | Individual | Yes | Less than 5% |
Indirect Ownership
Source: Form ADVNo indirect ownership records were reported.
Owners & Executives
Source: Form ADVBT
Brian Thomas Morton
President, Board Of Managers, Member
AS
Andrew S Josef
General Counsel And Chief Compliance Officer
KH
Ken Hiroshi Tsuboi
Chief Investment Officer
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives6
Indirect ownership records0
Regulatory statusSEC registered investment adviser
SEC registration dateOct 11, 2001
CRD number115060