# MORTON CAPITAL MANAGEMENT, LLC

MORTON CAPITAL MANAGEMENT, LLC of CALABASAS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 141250
- Type: SEC-registered investment adviser
- SEC file number: 801-67025
- Location: 27200 AGOURA ROAD, SUITE 200, CALABASAS, CA, 91301
- Phone: 818-222-4727
- Latest filing: 2026-05-05
- Regulatory AUM: $3.5B
- Discretionary AUM: $3.4B
- Non-discretionary AUM: $36.6M
- Clients: 58
- Accounts: 3,735

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations, Investment cos

## Officers, owners & control persons (42)

_Showing 25 of 42 people._

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey Sarti | CEO & MANAGER | Roseville, CA |
| Meghan Hillary Pinchuk | CHIEF INVESTMENT OFFICER & MANAGER | — |
| Stacey Lynn Mckinnon | CHIEF OPERATING OFFICER | — |
| Sara Minkyung Sarti | TRUSTEE; TRUSTEE- THE SARTI TRUST | — |
| Menachem Striks | CHIEF COMPLIANCE OFFICER | Calabasas, CA |
| Eric Jay Selter | EXECUTIVE VICE PRESIDENT & MANAGER | — |
| Lynn Marie Selter | TRUSTEE; TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | — |
| Roxanna Faye Morton | TRUSTEE; TRUSTEE - MORTON FAMILY TRUST | — |
| Joseph Alan Seetoo | WEALTH ADVISOR, SENIOR VICE PRESIDENT | — |
| Jennifer Louise Seetoo | TRUSTEE; TRUSTEE- THE C-II TRUST | — |
| MORTON LON | CEO, PRESIDENT & COB; CFO, PRESIDENT AND CHAIRMAN OF THE BOARD; PRESIDENT, CHIEF EXECUTIVE OFFICER & DIRECTOR | — |
| BREHM PRISCILLA ANN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/SENIOR VP; SENIOR VICE PRESIDENT (+1 more) | — |
| NAIMAN JASON REEVES | SENIOR VICE PRESIDENT; SENIOR VP; VICE PRESIDENT | — |
| SELTER ERIC JAY | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER & MANAGER; CHIEF OPERATING OFFICER & MANAGER; COO (+6 more) | — |
| MORTON ROXANNA FAYE | TRUSTEE; TRUSTEE - MORTON FAMILY TRUST | — |
| MOORADIAN DENNIS JACK | DIRECTOR AND CHAIRMAN | — |
| SEETOO JOSEPH ALAN | SENIOR VICE PRESIDENT; WEALTH ADVISOR, SENIOR VICE PRESIDENT | — |
| SEARGEANT JEFF ROBERT | CHIEF FINANCIAL OFFICER | — |
| LEIS GEORGE STEVEN | DIRECTOR; DIRECTOR, EXECUTIVE VICE PRESIDENT & CHIEF ADMINISTRATIVE OFFICER | — |
| WATSON LISA MARIE | DIRECTOR | — |
| MORTON DUNCAN NMN | CHIEF EXECUTIVE OFFICER & DIRECTOR; CHIEF EXECUTIVE OFFICER & MANAGER; TRUSTEE (+1 more) | — |
| HAMILL LEO PETER | DIRECTOR; DIRECTOR, SENIOR VICE PRESIDENT & WEALTH MANAGEMENT | — |
| SARTI JEFFREY | CEO & MANAGER; CO-CEO, CO-CHIEF INVESTMENT OFFICER & MANAGER; CO-CEO & MANAGER (+3 more) | — |
| PINCHUK MEGHAN HILLARY | CHIEF INVESTMENT OFFICER & MANAGER; CO-CEO, CO-CHIEF INVESTMENT OFFICER & MANAGER; CO-CEO & MANAGER (+3 more) | — |
| SELTER LYNN MARIE | TRUSTEE; TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/141250/brochure
- Similar advisers: https://search.stillhousedata.com/firm/141250/similar
- Related entities: https://search.stillhousedata.com/firm/141250/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/141250

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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.