Morton Capital Management Overview

  • Founded
  • 1983
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • Debt - PPP
  • Financing Rounds
  • 3

Morton Capital Management General Information

Description

Provider of wealth management services based in Calabasas, California. The company offers various services including financial planning, asset management, innovative risk management, investment advisory, to individuals, families, pensions, and foundations, helping them in generating smart returns on their investments.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Financial Services
Primary Office
  • 27200 Agoura Road
  • Suite 200
  • Calabasas, CA 91301
  • United States
+1 (818) 000-0000
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Morton Capital Management Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Morton Capital Management Executive Team (15)

Name Title Board Seat Contact Info
Jeffrey Sarti Chief Executive Officer & Member of Board of Managers and Investment Committee
Stacey McKinnon Chief Operating Officer
Sasan Faiz Managing Director of Investments
Joseph Seetoo Senior Vice President, Partner & Wealth Advisor
Eric Selter JD Executive Vice President, Chief Compliance Officer & Wealth Advisor
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Morton Capital Management Board Members (2)

Name Representing Role Since
0000000 00000 Morton Capital Management Chief Executive Officer & Member of Board of Managers and Investment Committee 000 0000
000000 0000000 Morton Capital Management Chief Investment Officer & Member of the Board of Managers and Investment Committee 000 0000
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Morton Capital Management Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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