M&
MCMORGAN & COMPANY LLC
SEC RegisteredSAN FRANCISCO, CAhttps://mcmorgan.com415-788-9300
Assets Under Management
$5B–$25B
Employees
26
Office Locations
3 offices
Total Accounts
221
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthPooled VehiclesPension/Profit SharingState/Municipal
Services
Private funds / alternatives
Venture Capital
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 26 | $4.9M |
| High Net Worth Individuals | 15 | $12M |
| Pension/Profit Sharing Plans | 7 | $1.9B |
| Charitable Organizations | 32 | $3.0B |
0 total clients reported on Form ADV.
Leadership
New York Life Investments
MEMBER
New York Life Insurance Company
INDIRECT INTEREST HOLDER
Brian Thomas Morton
PRESIDENT
Michael Edward Sproule
BOARD OF MANAGERS
Mark Robert Taylor
MANAGING DIRECTOR - BOARD OF MANAGERS
David Michael Steele
MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER
John F. Scott Santaguida
CEO & BOARD OF MANAGERS
Maya Naomi Solo
MANAGING DIRECTOR, GENERAL COUNSEL & SECRETARY
John Yong Kim
BOARD OF MANAGERS
Cathy Jean Sabo
DIRECTOR, CHIEF COMPLIANCE OFFICER
Drew Edward Lawton
CHAIRMAIN - BOARD OF MANAGERS
Tony Li-Wei Chen
CONTROLLER
Christian Mceldowney
MANAGING DIRECTOR, HEAD OF REAL ESTATE
Office locations
3 offices in 1 state
CA
SAN FRANCISCOHQ
CA
BURBANK
CA
THOUSAND OAKS
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
CRD number
#115060
SEC Number
801-60509
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based / Other
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
mcmorgan.comPhone
415-788-9300Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MCMORGAN & COMPANY LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.