Morton Wealth

Asset Manager SEC-registered adviser

Legal name: Morton Capital Management, LLC

Calabasas, CA Website X

AUM

$3.5B
Regulatory AUM

Private funds

1
Securitized Asset 1

Private fund assets

$7.0M
Gross asset value

Employees

58

Last Form D raise

—

From SEC Form ADV filing (filed May 5, 2026). View on SEC

People(8)

Owners and executive officers named on the firm's SEC Form ADV.

E
Eric Selter
Executive Vice President & Manager
Source: SEC Form ADV
J
Jeffrey Sarti
CEO & Manager
Source: SEC Form ADV
J
Jennifer Seetoo
Trustee- the C-Ii Trust
Source: SEC Form ADV
J
Joseph Seetoo
Wealth Advisor, Senior Vice President
Source: SEC Form ADV
L
Lynn Selter
Trustee, Eric and Lynn Selter Family Trust
Source: SEC Form ADV
M
Meghan Pinchuk
Chief Investment Officer & Manager
Source: SEC Form ADV
R
Roxanna Morton
Trustee, Morton Family Trust
Source: SEC Form ADV
S
Sara Sarti
Trustee- the Sarti Trust
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Rbe Capital Partners Fund LPSecuritized Asset$7.0M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
141250
SEC file number
801-67025

Sources