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James Gregory Morton

Doheny Asset Management, L.L.C.

Los Angeles, CA

CRD 6599016

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Employer firm

Doheny Asset Management, L.l.c. CRD 106434

$186M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Doheny Asset Management, L.L.C.

12400 Wilshire Blvd. Suite 1460, Los Angeles, CA 90025 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

12400 Wilshire Blvd. Suite 1460, Los Angeles, CA 90025 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Southern California Los Angeles CA 10/2010 01/2017
Savills Studley Los Angeles CA 09/2017 07/2018
Appfolio Santa Barbara CA 03/2019 12/2019
Unemployed Los Angeles CA 12/2019 12/2020
Maeya Capital, Llc Las Vegas NV 12/2020 06/2023
Unemployed Los Angeles CA 07/2018 03/2019
Unemployed Los Angeles CA 07/2016 09/2017
Doheny Asset Management, Llc. Los Angeles CA 07/2023 Present
Doheny Asset Management Los Angeles CA 07/2023 Present
Usc Los Angeles CA 10/2017 09/2019
  • 10/2010 → 01/2017
    University Of Southern California
    Los Angeles, CA
  • 09/2017 → 07/2018
    Savills Studley
    Los Angeles, CA
  • 03/2019 → 12/2019
    Appfolio
    Santa Barbara, CA
  • 12/2019 → 12/2020
    Unemployed
    Los Angeles, CA
  • 12/2020 → 06/2023
    Maeya Capital, Llc
    Las Vegas, NV
  • 07/2018 → 03/2019
    Unemployed
    Los Angeles, CA
  • 07/2016 → 09/2017
    Unemployed
    Los Angeles, CA
  • 07/2023 → Present
    Los Angeles, CA
  • 07/2023 → Present
    Doheny Asset Management
    Los Angeles, CA
  • 10/2017 → 09/2019
    Usc
    Los Angeles, CA
Previous Registrations
  • 2021-03-02 → 2023-12-18
    Maeya Capital, Llc
    Las Vegas, NV
Other Businesses

I was a managing member at Maeya Capital, LLC. However this is being wound down.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-18
  • S65 Uniform Investment Adviser Law Examination
    2020-06-18
Other Names
  • James G Morton

View on SEC IAPD

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