MORNINGSTAR INVESTMENT SERVICES LLC
SEC file number 801-60401
· CHICAGO, IL
https://morningstar.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$10.67B
Discretionary AUM
$10.67B
Employees
31
Clients
10
Firm
- Address
- 22 WEST WASHINGTON STREET
CHICAGO, IL 60602-1605 - Phone
- —
- Website
- https://morningstar.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
- Fundomo Morningstar, LP Low name-match confidence · CIK 2158553 · NH
- Morningstar Minerals - GC Sidecar, LP Low name-match confidence · CIK 2158317 · TX
- Morningstar Minerals - West III, LP Low name-match confidence · CIK 2158332 · TX
- Morningstar Minerals - West II, LP Low name-match confidence · CIK 2076106 · TX
- Morningstar Minerals - West, LP Low name-match confidence · CIK 2058513 · TX
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Fundomo Morningstar, LP · D · Nov 4, 2026$41.3M
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Morningstar Minerals - West III, LP · D · Oct 8, 2026$10M
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Morningstar Minerals - GC Sidecar, LP · D · Oct 8, 2026$10M
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Morningstar Minerals - West II, LP · D · Sep 23, 2025$6.6M
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Morningstar Minerals - West, LP · D · Feb 27, 2025$15M