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Chief Operating Officer/chief Compliance Officer · Locust Wood Capital Advisers, LLC

Paul M. Morris

CRD 2294823 · Named on Form ADV at one SEC-registered adviser

At a glance

Locust Wood Capital Advisers, LLC, an SEC-registered asset manager based in New York, NY with $4.4 billion in regulatory assets, lists Paul M. Morris on its Form ADV as Chief Operating Officer/chief Compliance Officer.

Firms and roles

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Paul’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Stephen J. ErricoChief Investment Officer of Registrant, Locust Wood Capital Advisers, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Paul’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.