# MCMORGAN & COMPANY LLC

MCMORGAN & COMPANY LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 115060
- Type: SEC-registered investment adviser
- SEC file number: 801-60509
- Location: 33 NEW MONTGOMERY STREET, SUITE 2000, SAN FRANCISCO, CA, 94105
- Phone: 415-788-9300
- Latest filing: 2026-07-24
- Regulatory AUM: $7.6B
- Discretionary AUM: $7.6B
- Non-discretionary AUM: $5.3M
- Clients: 26
- Accounts: 221

## Business model

- Compensation: % of AUM, Performance, Other
- Clients served: High net worth, Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (54)

_Showing 25 of 54 people._

| Name | Role | Location |
| --- | --- | --- |
| Brian Thomas Morton | PRESIDENT, BOARD OF MANAGERS, MEMBER | — |
| John F Scott Santaguida | CEO & BOARD OF MANAGERS | — |
| Andrew S Josef | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | — |
| Ken Hiroshi Tsuboi | CHIEF INVESTMENT OFFICER | — |
| Thomas Anthony Derse | PRESIDENT OF EQUITY DIVISION, PORTFOLIO MANAGER | — |
| Scott Thomas Larson | CO-CHIEF INVESTMENT OFFICER OF  EQUITY DIVISION, PORTFOLIO MANAGER | — |
| Ryan Jared Ross | CO-CHIEF INVESTMENT OFFICER OF  EQUITY DIVISION, PORTFOLIO MANAGER | — |
| TAYLOR A ROBERT | EXECUTIVE VP & DIRECTOR; EXECUTIVE VP & MANAGER; MANAGER (+2 more) | — |
| KIM JOHN YONG | BOARD OF MANAGERS; CHAIRMAN | — |
| AKHOURY RAVINDRANATH | DIRECTOR; MANAGER | — |
| WENDLANDT GARY EDWARD | CHAIRMAN; CHIEF EXECUTIVE OFFICER; MANAGER (+1 more) | — |
| SPROULE MICHAEL EDWARD | BOARD OF MANAGERS; DIRECTOR; MANAGER | — |
| ROUSSIN STEPHEN CRAIG | DIRECTOR | — |
| LAWTON DREW EDWARD | CHAIRMAIN - BOARD OF MANAGERS; MEMBER OF BOARD OF MANAGERS | — |
| ANSELMI ROBERT ANTHONY | MANAGER; VP/SECRETARY | — |
| O'TOOLE TERRY ALLEN | CHAIRMAN; CHAIRMAN EMERITUS; PRESIDENT & CEO & DIRECTOR | — |
| MORTON BRIAN THOMAS | EXEC VP & DIRECTOR; PRESIDENT; PRESIDENT, BOARD OF MANAGERS, MEMBER (+2 more) | — |
| MOSS JAMES MARSHAL | CEO, COO & DIRECTOR; CEO & MANAGER | — |
| BENCIVENGA VINCENT JAMES | CHIEF COMPLIANCE OFFICER | — |
| STEELE DAVID MICHAEL | CHIEF INVESTMENT OFFICER; MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER | — |
| SCHNETZ ANJEANNETTE MARIE | ASSOCIATE GENERAL COUNSEL/ASST SECRETARY | — |
| MURDOCK BRIAN ANDREW | MANAGER | — |
| JOHNSON MARK SIG | MANAGING DIRECTOR, MEMBER | — |
| DERSE THOMAS ANTHONY | PRESIDENT OF EQUITY DIVISION, PORTFOLIO MANAGER | — |
| SCHUB BARRY A | MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/115060/brochure
- Similar advisers: https://search.stillhousedata.com/firm/115060/similar
- Related entities: https://search.stillhousedata.com/firm/115060/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/115060

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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.