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Home > Retirement Planners > north carolina > chapel hill > MORGAN CREEK CAPITAL MANAGEMENT, LLC
MORGAN CREEK CAPITAL MANAGEMENT, LLC
301 West Barbee Chapel Road
Suite 200
Chapel Hill, North Carolina 27517
Tel: 919-933-4004
About MORGAN CREEK CAPITAL MANAGEMENT, LLC
MORGAN CREEK CAPITAL MANAGEMENT, LLC, formally registered with the SEC as MORGAN CREEK CAPITAL MANAGEMENT, LLC. The firm was established in 01/26/2006. They have over 1 offices throughout the country.
MORGAN CREEK CAPITAL MANAGEMENT, LLC is a Chapel Hill, North Carolina based Financial Planning firm with nearly $1,432,730,674 assets under management, offering retirement planning & investment advisory services to 42 clients. The firm is staffed with 33 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 138401 |
| SEC# | 801-65690 |
| Assets Managed by Firm | $1,432,730,674 |
| No. of Clients | 42 |
| No. of Advisors | 33 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Selection for other advisors
- Other (NON-DISCRETIONARY INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 42 | $1,432,730,674 |
| High net worth individuals | Fewer than 5 clients | $16,805,604 |
| Charitable organizations | Fewer than 5 clients | $252,783,916 |
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