Morningside Asset Management: new SEC registration, $136M AUM, Wilmington, DE
Morningside Asset Management (Wilmington, Delaware): new SEC registration, $136M AUM, Wilmington, DE. Its amount of 136 is above the median of 134 (51st percentile). Dated 149 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 136 · 51th percentile of 1,149 NewRiaPulse records · 1.0x the median
Free preview: all 11 published fields of this record are shown below. Locked: 4 related DE NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Morningside Asset Management |
| Legal name | Morningside Asset Management LLC |
| CRD | 268789 |
| Status | Approved |
| Registered with the SEC | 2026-06-08 |
| Latest Form ADV filing | 2026-05-22 |
| Location | Wilmington, DE, United States |
| Regulatory AUM | $135,571,550 |
| Accounts | 8 |
| Employees | 4 |
| Website | HTTP://WWW.MORNINGSIDEAM.COM |
| amount percentile | 51th of 1,149 (median 134, 1.0x median) |
| Peer records CSV (5 DE records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-06-08
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (DE first): Back Bay Financial Planning & Investments · Vanguard Capital Management, LLC · Vanguard Portfolio Management, LLC · Caxton Associates LLP · Mic Capital Management Uk LLP · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Morningside Asset Management and 5 Delaware peers
- Delaware NewRiaPulse records like this one: 5
- Morningside Asset Management's amount: 51st percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Delaware peer: $1,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $136M under management.
- Website on file.
What is the NewRiaPulse record for Morningside Asset Management in Wilmington, Delaware?
Morningside Asset Management received SEC registration as an investment adviser (2026-06-08) with $135,571,550 in regulatory assets under management, based in Wilmington, DE.
How does Morningside Asset Management compare to other Delaware NewRiaPulse records?
Its amount of 136 sits in the upper half (51th percentile) of 1,149 records; the median is 134. It is 149 days old; check the official source for later updates before acting.
Morningside Asset Management vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Morningside Asset Management | Wilmington, DE | 136 | 51st | 2026-06-08 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.