Morgan Creek Capital Review: Enter the World of Wealth Growth
Excellent reputation and long track record are just some of the positive aspects of conducting business with this company. Besides good portfolio diversification options and well-developed investment strategy, the firm is also known for rock solid legal backing.
Find out more about this investment giant in our Morgan Creek Capital review.
General information | |
Name | Morgan Creek Capital Management |
Type of the company | Wealth management firm |
Regulation status | Regulated |
Warnings from Financial Regulators | No official warnings |
Website link | morgancreekcap.com |
Active since | 2004 |
Registered in | US |
Contact info | 301 West Barbee Chapel Road Suite 200, Chapel Hill, NC 27517
Phone: 919 933 4004 |
Trading platforms | N/A |
Majority of clients are from | United States, United Kingdom, Canada, Australia, Germany |
Customer support | Available – email, phone, online form |
Compensation fund | No |
Who Owns Morgan Creek Capital Brand?
Established in 2003, Morgan Creek Capital Management, LLC is a company that has existed and offered financial services for over two decades. The company was first registered in North Carolina, as evident from the business database kept by secretary of the state:
According to the same database entry, the company representative and current CEO is Mark W. Yusko:
Owner of the conglomerate is a prominent persona in the world of investing and hedge fund management. His company has advised wealthy individual investors and pension funds for a while now.
This has helped the business earn the reputation of a respected and much preferred service by many. You can find out more about his life and career on Wikipedia, Bloomberg, and CrunchBase.
Is Morgan Creek Capital Regulated?
The company was previously registered in the UK, but the company was dissolved in 2018 and the FCA license is no longer valid. Therefore Morgan Creek Capital hedge fund is not regulated to offer services to UK residents:
However, the conduct was registered with the U.S. Securities and Exchange Commission in order to provide investment advisory services:
Although not an NFA member, it is stated that the company is exempt from the regulative directive as a commodity pool operator. Their exemption status is still active, as evident in the regulator’s database:
We have to take into consideration the fact that there’s almost no Morgan Creek Capital reviews found online. These usually offer valuable insight into the quality of services, as is obvious in the case of FX2 Funding.
However, the company caters to a particular niche and clientele that doesn’t tend to express their business intentions and impressions online.
Morgan Creek Capital Platform Overview
One of the main cons of this wealth management company is the relatively rigorous screening process for new clients. To gain access to the Morgan Creek Capital management services and create an account, clients need first be approved by company representatives.
This, unfortunately, prevented us from testing any client dashboard or app the firm might provide. Still, the company’s long track record speaks for itself. Company currently manages ~$1.119Bn of client assets, according to the data from 2024.
The company uses diversified asset allocation strategy to achieve a relatively predictable investment environment. Here’s a brief overview of how Morgan Creek Capital AUM are handled:
While this sort of service quality doesn’t come cheap, the firm still boasts competitive pricing. The fees are divided into several different categories, and depend on Morgan Creek Capital assets and the amount of handled funds.
Generally, costs constitute management/asset based fees, which range from 0.25% to 2.00%. Performance based fees apply to products regarding hedge funds, and range from 0% to 20%, and private equity product fees will set you back from 10% to 20%.
Besides standard investment products like equities, Morgan Creek Capital crypto investment options are focused on artificial intelligence, blockchain technology, and computing infrastructure.
Providing a variety of assets and services is sure to attract far more clients which is what makes Glow Node also appear like a promising prop trading platform. You may check out our offer of funded trading accounts too, if interested.
How to Withdraw From Morgan Creek Capital?
The website is, unfortunately, not very informative when it comes to the withdrawal options. As with the general platform information, potential clients need to contact the company representative.
This is nothing uncommon with wealth management companies. Since the firm deals with high net worth individuals and considerable amounts of money and alternative instruments, the withdrawal process is a matter of confidentiality. We can also expect the conditions to vary depending on the clients’ preferences and needs.
FAQ
What is Morgan Creek Capital?
It is a US based wealth management company known for providing high quality service.
Is Morgan Creek Capital Legit?
Yes, although the company is exempt from NFA regulation, it is operating well within their legal constraints.
What Are Morgan Creek Capital Fees?
Clients can expect different fees depending on the desired service. Many prices are negotiable, so we advise our readers to contact the company representatives for detailed information.