MORNINGSTAR INVESTMENT MANAGEMENT LLC

UUIDd48ec86b-20a1-589f-a601-ddc112635817

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:49

Updated2025-10-23 02:23:49

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Authority	Identifier	Display	As Of	Confidence
adv_crd	108031	108031	—	1.0
cik	0001673385	1673385	—	—
lei	254900JBDAIP0C9NQE19	254900JBDAIP0C9NQE19	—	—
sec_file_number	801-56896	801-56896	—	—

HQ CityCHICAGO

HQ StateIL

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

As of 2025-03-28 00:00:00 • Source ia09022025.xlsx

Name	Title	Role	Email	Evidence
No people recorded.

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

No evidence recorded for this organization yet.