# MORLEY CAPITAL MANAGEMENT, INC.

MORLEY CAPITAL MANAGEMENT, INC. of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 105339
- Type: SEC-registered investment adviser
- SEC file number: 801-20608
- Location: 1300 SW FIFTH AVENUE, SUITE 3300, PORTLAND, OR, 97201-5602
- Phone: 503-484-9300
- Latest filing: 2018-03-23
- Regulatory AUM: $17.0B
- Discretionary AUM: $13.7B
- Non-discretionary AUM: $3.3B
- Clients: 27
- Accounts: 17

## Officers, owners & control persons (41)

_Showing 25 of 41 people._

| Name | Role | Location |
| --- | --- | --- |
| SHAFF KAREN ELIZABETH | GENERAL COUNSEL AND SECRETARY | — |
| GHAZANFARI ALEXANDER WILLIAMS | CHIEF COMPLIANCE OFFICER | — |
| MEYER JEFFREY STUART | EXECUTIVE VICE PRESIDENT-CHIEF FINANCIAL OFFICER, GARTMORE GROUP | — |
| HONDROS PAUL JAMES | CEO & PRESIDENT, GARTMORE GROUP; DIRECTOR, PRESIDENT & CEO; DIRECTOR, VICE CHAIRMAN (+2 more) | — |
| MILLER ERIC EDWARD | SENIOR VICE PRESIDENT CHIEF COUNSEL; SENIOR VICE PRESIDENT, GENERAL COUNSEL AND ASSISTANT SECRETARY; SENIOR VICE PRESIDENT-GENERAL COUNSEL, US | — |
| CHIN YOUNG DUCHUNG | PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER, EQUITIES; PRESIDENT-CO-GLOBAL CHIEF INVESTMENT OFFICER, EQUITIES & US INDIVIDUAL INVESTOR GROUP & DIRECTOR | — |
| SIPP THOMAS MICHAEL | DIRECTOR, VICE PRESIDENT-CHIEF FINANCIAL OFFICER | — |
| CROSSETT KEVIN STEPHEN | EXECUTIVE VICE PRESIDENT AND GLOBAL GENERAL COUNSEL; VICE PRESIDENT-ASSOCIATE GENERAL COUNSEL AND ASSISTANT SECRETARY | — |
| CUNIFF JILL REMBIE | DIRECTOR; DIRECTOR, PRESIDENT; DIRECTOR, PRESIDENT, CHIEF INVESTMENT OFFICER (+4 more) | — |
| KRULIKOWSKI MICHAEL ADAM | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| NICHOLS JERRY T | SENIOR VICE PRESIDENT-CO-HEAD OF US FIXED INCOME; SENIOR VICE PRESIDENT-CO-HEAD OF US FIXED INCOME & DIRECTOR; SENIOR VICE PRESIDENT-HEAD OF FIXED INCOME | — |
| HOLLAND GERALD JAMES | SENIOR VICE PRESIDENT AND CHIEF OPERATING OFFICER; SENIOR VICE PRESIDENT & CHIEF OPERATIONS OFFICER | — |
| MCAFEE KAREN LYNN | CHIEF OPERATING OFFICER; DIRECTOR OF OPERATIONS; SENIOR VICE PRESIDENT AND DIRECTOR OF TRADING AND OPERATIONS | — |
| CASTAGNA DOUGLAS DONALD | SENIOR VICE PRESIDENT, HEAD OF FINANCE AND ACCOUNTING; SENIOR VICE PRESIDENT, US HEAD OF FINANCE AND ACCOUNTING | — |
| UDOVICH PATRICK JOHN | SENIOR VICE PRESIDENT, HEAD OF HUMAN RESOURCES | — |
| HILLER JEFFREY | CHIEF COMPLIANCE OFFICER | — |
| GRADY JOHN HENRY | PRESIDENT, NATIONWIDE FUNDS GROUP; PRESIDENT, NWD INVESTMENTS | — |
| BLAKE DAVID MICHAEL | DIRECTOR; DIRECTOR, EXECUTIVE VICE-PRESIDENT | — |
| MCCAUGHAN JAMES PATRICK | CHAIRMAN; CHAIRMAN OF THE BOARD; CHIEF EXECUTIVE OFFICER (+1 more) | — |
| HOUSTON DANIEL JOSEPH | DIRECTOR | — |
| JONES LESLEY LYNN | CHIEF COMPLIANCE OFFICER | — |
| HALTER PATRICK GREGORY | DIRECTOR | — |
| MCKENZIE BARBARA | DIRECTOR; DIRECTOR/VICE PRESIDENT | — |
| HITTNER JILL | CHIEF FINANCIAL OFFICER | — |
| THUNELIUS GERALD ERNEST | SENIOR VICE PRESIDENT & CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105339/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105339/similar
- Related entities: https://search.stillhousedata.com/firm/105339/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105339

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.