Gartmore Morley Capital Management, Inc. (Portland)

Gartmore Morley Capital Management, Inc. is a large advisory firm based in Portland. It manages $14.31 billion of regulatory assets for 25 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Oregon.

Gartmore Morley Capital Management provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gartmore Morley Capital Management: assets under management

The assets under management (AUM) of Gartmore Morley Capital Management, Inc. is $14.31 billion. The firm's AUM has grown by 66% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.31 billion in discretionary accounts and $11.01 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $300.66 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $786.2 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Gartmore Morley Capital Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 15 indirect owners.

Based in Portland

The principal office where Gartmore Morley Capital Management, Inc. performs its advisory services is located at 1300 Sw Fifth Avenue, Suite 3300, Portland, OR 97201 5602, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 503-484-9300 or by fax 614-340-6573. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.member.morley.com.

Registered investment advisers similar to Gartmore Morley Capital Management, Inc.

• Munder Capital Management
• Franklin Park Associates
• Wasatch Advisors
• 1838 Investment Advisors
• Montag & Caldwell
• International Value Advisers
• Ivy Asset Management Corp
• The Rock Creek Group
• World Asset Management
• World Asset Management, A Division Of Munder Capital Management
• Nationwide Asset Management
• Blackstone Alternative Solutions L.L.C
• First Union Securities
• Tfg Asset Management
• Main Street Capital Advisors