Morgan Properties Special Situations Ii Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $152M
- Clients
- 10
- Avg AUM / client
- $137M
- Accounts
- 10
- Employees
- 20
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other | 10 | $1.4B | 100.0% |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Morgan, Hilarie, L | Trustee | Dec 2007 (19y) | GP / trustee / elected manager of Morgan Family Trust (indirect) | |
| Stempel, Murray | Trustee | Dec 2007 (19y) | GP / trustee / elected manager of Morgan Family Trust (indirect) | |
| Morgan, Jason, A | President | Mar 2019 (7y) | Less than 5% | |
| Schecter, Michael | General Counsel & Chief Compliance Officer | Mar 2019 (7y) | Less than 5% | |
| Dikos, Marina, Nmn | Chief Financial Officer | Jan 2023 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Morgan Family Trust | Limited Partner | Mar 2019 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 912 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • ADDITIONAL FEES AS DESCRIBED IN FORM ADV, PART 2A
Services
- • Other services
Custody
Reported custodians
- Wilmington Trust Company $947M (69% of AUM) Mar 2026
- J.P. Morgan $50.3M (4% of AUM) Sep 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗