Asset manager · Conshohocken, PA
Morgan Properties Special Situations II LLC
SEC-registered investment adviser · CRD 300795 · SEC 801-118135
At a glance
Morgan Properties Special Situations II LLC is an SEC-registered investment adviser based in Conshohocken, Pennsylvania, with $1.4 billion in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is other. By Form ADV it is a asset manager, ranked 1,213th of 3,218 asset managers and 4,500th of 17,210 SEC-registered advisers by assets.
Main office 610-265-2800morgan-properties.comAs filed on Form ADV
- Regulatory AUM
- $1.4B
- Rank among asset managers
- #1,213 of 3,218
- Rank among all SEC RIAs
- #4,500 of 17,210
- Rank in Pennsylvania
- #164 of 564
- Clients
- 10
- Accounts
- 10
- Discretionary
- 11% of AUM
- Employees
- 20
- Advisory staff
- 16
- Offices
- 1
Owners and executives on its Form ADV
- Michael SchecterGeneral Counsel & Chief Compliance Officer
- Jason A MorganPresident
- Marina N. DikosChief Financial Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other | 10 | $1.4B | 100% |
Disciplinary disclosures
Morgan Properties Special Situations II LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Other services
How it’s paid
- A percentage of assets under management
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗morgan-properties.com ↗
AtlasMembers
The full record on Morgan Properties Special Situations II LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 5 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 957 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Morgan Properties Special Situations II LLC manage?
Morgan Properties Special Situations II LLC reports $1.4 billion in regulatory assets under management across 10 accounts, 11% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
What kind of firm is Morgan Properties Special Situations II LLC?
Morgan Properties Special Situations II LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Morgan Properties Special Situations II LLC’s clients?
By assets, its largest client types are other ($1.4 billion, 10 clients).
Does Morgan Properties Special Situations II LLC have any disciplinary history?
Morgan Properties Special Situations II LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Morgan Properties Special Situations II LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →