Morton Capital Management
California
Registered In
06/13/2006
Incorp. Date
Company Summary
Morton Capital Management at 400 California St, San Francisco, Ca 94104 lists Lon Morton of Calabasas, CA as the associate.
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Converted Out
Registration Type
Domestic
Search Other Resources
People
|
Registered Agent Solutions, Inc.
Registered 1505 Agent
|
5301 SOUTHWEST PKWY STE 400, AUSTIN, TX 78735
(View Past Addresses)
|
|
|
Lon Morton
CEO
|
23945 CALABASAS RD, CALABASAS, CA 91302
|
Showing current associates only (2 of 3 total associates). Create a free account to see the full associate history
Map & Locations
|
400 CALIFORNIA ST, SAN FRANCISCO, CA 94104
(Mailing)
View Map
|
Financials
Financial Information for Morton Capital Management
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.
Linked Companies
Related Business Names:
|
Morton Capital Management, LLC
Registered in California
|
Calabasas, CA | View Report | |
|
Morton Capital Assets & Management, LLC
Registered in Georgia
|
Douglasville, GA Marietta, GA | View Report | |
|
Bailey-Morton Capital Management, LLC
Registered in Texas
|
Dallas, TX | View Report |
Address Match:400 California St San Francisco, CA
|
Unbc Leasing, Inc.
Registered in Ohio
|
Cleveland, OH San Francisco, CA | View Report | |
|
Union Bank of California, N.A.
Registered in Texas
|
Austin, TX San Francisco, CA | View Report | |
|
Bancal Investment Services, Inc.
Registered in Oregon
|
Salem, OR San Francisco, CA | View Report | |
|
Btmu Financial & Leasing Corporation B-11
Registered in Massachusetts
|
Los Angeles, CA San Francisco, CA | View Report | |
|
Btmu Financial & Leasing Corporation B-3
Registered in Massachusetts
|
San Francisco, CA | View Report | |
|
Btmu Service Corp.
Registered in Massachusetts
|
San Francisco, CA | View Report | |
|
General Steamship Corporation, LTD.
Registered in Oregon
|
San Francisco, CA | View Report | |
|
Inland Property Company
Registered in Oregon
|
Missoula, MT San Francisco, CA | View Report | |
|
Merus Capital Management, Inc.
Registered in Oregon
|
San Francisco, CA | View Report | |
|
Merus-Uca Capital Management
Registered in Oregon
|
San Francisco, CA | View Report | |
|
Mufg Americas Financial & Leasing Corporation B-4
Registered in Massachusetts
|
San Francisco, CA | View Report | |
|
The Bank of California Capital Services & Consulting, Inc.
Registered in Oregon
|
Salem, OR San Francisco, CA | View Report | |
|
Uboc
Registered in Oregon
|
San Francisco, CA | View Report | |
|
Union Bank
Registered in Oregon
|
San Francisco, CA | View Report | |
|
Union Bank of California Global Custody, an Affiliate of Bank of Tokyo-Mitsubishi
Registered in Oregon
|
San Francisco, CA | View Report | |
| San Francisco, CA | View Report | ||
|
Unionbancal Leasing Corporation
Registered in Florida
|
Los Angeles, CA San Francisco, CA | View Report | |
|
Bancal Investment Services, Inc.
Registered in California
|
San Francisco, CA | View Report | |
|
California First Advisory Services
Registered in California
|
Austin, TX San Francisco, CA (1 more) | View Report | |
|
California First Capital Management
Registered in California
|
Austin, TX San Francisco, CA (1 more) | View Report | |
|
California First Corporation
Registered in California
|
San Francisco, CA | View Report | |
|
Pcb Service Corporation
Registered in California
|
San Francisco, CA | View Report | |
|
Sbs Realty Inc.
Registered in California
|
San Francisco, CA | View Report | |
|
Uboc Comstock I
Registered in California
|
San Francisco, CA | View Report | |
|
Uboc Insurance, Inc.
Registered in California
|
Austin, TX San Francisco, CA (1 more) | View Report | |
|
Union Capital Advisors, Inc.
Registered in California
|
San Francisco, CA Sacramento, CA | View Report | |
|
Unionbancal Corporation
Registered in California
|
San Francisco, CA | View Report | |
|
Unionbancal Venture Corporation
Registered in California
|
Los Angeles, CA San Francisco, CA (1 more) | View Report | |
|
Western Steamship Co., LTD.
Registered in California
|
San Francisco, CA | View Report | |
|
Bancofcal Building Corporation
Registered in California
|
New York, NY San Francisco, CA (1 more) | View Report | |
|
Cal First Properties, Inc.
Registered in California
|
San Francisco, CA Francisco, CA | View Report | |
|
Uboc Commercial, LLC
Registered in California
|
San Francisco, CA Floor San Francisco, CA (1 more) | View Report | |
|
Uboc-I, L.P.
Registered in California
|
San Francisco, CA Francisco, CA | View Report |
Person/City Match:Lon Morton - Calabasas, CA
|
Morton Family Limited Partnership
Registered in California
|
Calabasas, CA Las Vegas, NV | View Report | |
|
Morton Sisters Family Limited Partnership
Registered in California
|
Calabasas, CA | View Report | |
|
E. P. Market Makers, Inc.
Registered in California
|
Calabasas, CA Los Angeles, CA (1 more) | View Report | |
|
Sunset Beverly Partners, Inc.
Registered in California
|
Calabasas, CA Woodland Hills, CA | View Report | |
|
Tod-Roc, Inc.
Registered in California
|
Calabasas, CA | View Report | |
|
Tropical Produce of Americas, LLC
Registered in California
|
Calabasas, CA | View Report | |
|
Negative Correlation Partners, LLC
Registered in California
|
Calabasas, CA | View Report | |
|
14440 Dickens St., Ltd., a California Limited Partnership
Registered in California
|
Calabasas, CA (1 more) | View Report | |
|
526 Manhattan Regency, a California Limited Partnership
Registered in California
|
Calabasas, CA | View Report | |
|
Calabasas Management, Inc.
Registered in California
|
Calabasas, CA Woodland Hills, CA | View Report | |
|
Kiva Partnership Equities, Inc.
Registered in California
|
Calabasas, CA | View Report | |
|
Morton Management, Inc.
Registered in California
|
Calabasas, CA | View Report | |
|
Morton Wealth Management, LLC
Registered in California
|
Calabasas, CA | View Report | |
|
Pacific Equity Traders, L.P.
Registered in California
|
Calabasas, CA | View Report | |
|
South Burnside Project, a California Limited Partnership
Registered in California
|
Calabasas, CA | View Report | |
|
Tarzana Wedgewood, LLC
Registered in California
|
Tarzana, CA Woodland Hills, CA | View Report |
Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States
Delaware, United States