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Gartmore Morley Capital Management, Inc. (Portland)


Gartmore Morley Capital Management, Inc. is a large advisory firm based in Portland. It manages $14.31 billion of regulatory assets for 25 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Oregon.

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Gartmore Morley Capital Management provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gartmore Morley Capital Management: assets under management

The assets under management (AUM) of Gartmore Morley Capital Management, Inc. is $14.31 billion. The firm's AUM has grown by 66% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $3.31 billion in discretionary accounts and $11.01 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $300.66 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $786.2 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Gartmore Morley Capital Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 15 indirect owners.

Name Entity Date acquired Ownership Employer ID
Nationwide Mutual Insurance Company Shareholder 1 May 1998 75% - 100% 31-4177100
Inc. Gartmore Global Asset Management Shareholder 1 Jun 2002 75% - 100% 04-3679396
Gartmore Sa Capital Trust Shareholder 1 Jun 2002 75% - 100% 109367
Inc. Gartmore Global Investments Shareholder 1 Jun 2002 75% - 100% 31-1636299
Gartmore Global Asset Management Trust Shareholder 1 Jun 2002 75% - 100% 109364
Inc. Nwd Asset Management Shareholder 1 Jun 2002 75% - 100% 04-3679396
Inc. Nwd Investment Management Shareholder 1 Jun 2002 75% - 100% 31-1636299
Inc. Nwd Asset Management Holdings Shareholder 1 Jun 2002 75% - 100% 04-3679396
Nationwide Sa Capital Trust Shareholder 1 Jun 2002 75% - 100% 109367
Nationwide Corporation Shareholder 1 Jul 2002 75% - 100% 31-4416546
Gartmore Global Asset Management Trust Shareholder 1 Sep 2003 75% - 100% 109364
Gartmore Group Limited Shareholder 1 Sep 2003 75% - 100% 01-0800070
Ltd. Nationwide Asset Management Holdings Shareholder 1 Sep 2003 75% - 100% foreign entity
Nwd Management & Research Trust Shareholder 1 Sep 2003 75% - 100% 109364
Ltd. Nationwide Asset Management Holdings Shareholder 1 Oct 2006 75% - 100% foreign entity

Based in Portland

The principal office where Gartmore Morley Capital Management, Inc. performs its advisory services is located at 1300 Sw Fifth Avenue, Suite 3300, Portland, OR 97201 5602, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 503-484-9300 or by fax 614-340-6573. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.member.morley.com.


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