Morningstar Research Services LLC

Morningstar Research Services LLC is a Delaware-based Limited Liability Company serving five clients with a team of 150 employees, all of whom work in advisory roles. According to the SEC, the company is listed as approved, with a registration date of November 14, 2016.

• DANIEL PATRICK ROHR

  HEAD OF GLOBAL EQUITY RESEARCH owns less than 5%

• HAYWOOD BURTON KELLY

  CO-PRESIDENT owns less than 5%

• JEFFREY BARRY PTAK

  HEAD OF MANAGER RESEARCH owns less than 5%

• LORI ANN LOFTUS

  CHIEF COMPLIANCE OFFICER & SECRETARY owns less than 5%

• MARC DEMOSS

  CO-PRESIDENT owns less than 5%

• MORNINGSTAR, INC.

  SOLE MEMBER owns 75% or more

• JOSEPH DANIEL MANSUETO

  SHAREHOLDER owns more than 50% but less than 75%

• Silva Capital Management LLC
• The Mosaic Financial Group LLC
• Freeport Financial Partners LLC
• GTCR LLC
• Balyasny Asset Management LP
• Cedar Street Asset Management LLC
• TALL Tree Investment Management LLC
• Alyeska Investment Group LP
• Tallwoods Partners LLC
• Oak Family Advisors LLC

• Morningstar Assigns New Analyst Ratings to Two Strategies, Upgrades Eight, and Downgrades Four in August 2019
• Morningstar Reports U.S. Mutual Fund and Exchange-Traded Fund Flows for July 2019