Morton Capital Management, LLC
California
Registered In
06/13/2006
Incorp. Date
Company Summary
Morton Capital Management, LLC at 27200 Agoura Rd STE 200, Calabasas, Ca 91301 lists Jeff Sarti and Stacey Mckinnon of Calabasas, CA as associates.
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company - Ca
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Eric Selter
Individual Agent
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27200 AGOURA RD STE 200, CALABASAS, CA 91301
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Jeff Sarti
CEO
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27200 AGOURA RD STE 200, CALABASAS, CA 91301
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Stacey Mckinnon
Manager
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27200 AGOURA RD STE 200, CALABASAS, CA 91301
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Meghan Pinchuk
Manager
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27200 AGOURA RD STE 200, CALABASAS, CA 91301
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Eric Selter
Manager
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27200 AGOURA RD STE 200, CALABASAS, CA 91301
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Jeff Sarti
Manager
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27200 AGOURA RD STE 200, CALABASAS, CA 91301
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27200 AGOURA RD STE 200, CALABASAS, CA 91301
View Map
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Financial Information for Morton Capital Management, LLC
Form 5500
MORTON CAPITAL MANAGEMENT, LLC
27200 Agoura Road #200, Agoura Hills, Ca 91301 (818) 591-6205 EIN:30-0798181 Plan Admin:Adam Bartkoski| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameMORTON CAPITAL 401(K) PLAN Plan #001 Participants BOY/EOY60 / 62 Assets BOY/EOY$0 / $0 | 2023 | MORTON CAPITAL 401(K) PLAN - Plan #001 | 60 / 62 | $0 / $0 |
| 2022 | Plan NameMORTON CAPITAL 401(K) PLAN Plan #001 Participants BOY/EOY56 / 60 Assets BOY/EOY$0 / $0 | 2022 | MORTON CAPITAL 401(K) PLAN - Plan #001 | 56 / 60 | $0 / $0 |
| 2021 | Plan NameMORTON CAPITAL 401(K) PLAN Plan #001 Participants BOY/EOY44 / 56 Assets BOY/EOY$0 / $0 | 2021 | MORTON CAPITAL 401(K) PLAN - Plan #001 | 44 / 56 | $0 / $0 |
| 2020 | Plan NameMORTON CAPITAL 401(K) PLAN Plan #001 Participants BOY/EOY42 / 44 Assets BOY/EOY$0 / $0 | 2020 | MORTON CAPITAL 401(K) PLAN - Plan #001 | 42 / 44 | $0 / $0 |
| 2019 | Plan NameMORTON CAPITAL 401(K) PLAN Plan #001 Participants BOY/EOY35 / 42 Assets BOY/EOY$0 / $0 | 2019 | MORTON CAPITAL 401(K) PLAN - Plan #001 | 35 / 42 | $0 / $0 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
MORTON CAPITAL MANAGEMENT LLC
27200 AGOURA RD, Calabasas, CA 91301-5127| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/27/2020 | Approved$771,700 Forgiven$780,960 LenderAmerican Business Bank Jobs45 | 04/27/2020 | $771,700 | $780,960 | American Business Bank | 45 |
PPP Loans based on Paycheck Protection Program.
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|
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|
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|
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|
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The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor U.S. Small Business Administration
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