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The Morrison Trust
HNWI · $180.0M AUM · Southeast
Expansion Score
30
🤖 AI-Computed
Churn Risk
15
🤖 AI-Computed
Days in Stage
21
📊 From HubSpot
Avg Response Time
84h
✨ Enhanced
Activity Timeline
5 eventsOpened follow-up email about allocation committee
Feb 3, 2026 · 6 days agoinbound📊 From HubSpotResponse: 96h
Sent follow-up asking about allocation committee schedule
Jan 30, 2026 · 1 week agooutbound📊 From HubSpot
Opened Fund V updated terms sheet email
Jan 22, 2026 · 2 weeks agoinbound📊 From HubSpotResponse: 72h
Sent Fund V updated terms sheet email
Jan 15, 2026 · 3 weeks agooutbound📊 From HubSpot
Sent November investor newsletter
Nov 20, 2025 · 2 months agooutbound📊 From HubSpot
Relationship Summary
🤖 AI-ComputedThe Morrison Trust is currently in Prospect with moderate engagement. They have had 5 touchpoints in the last 90 days. Typical check size for this investor type is $5.0M. Continue regular touchpoints to maintain momentum.
Details
- Contact
- James Morrison III, Principal
- Sector Focus
- Real Assets
- Typical Check
- $5.0M
- Current Commitment
- None
- Previous Fund
- New relationship
- Assigned To
- Michael Torres
- Stage Since
- Jan 20, 2026
- Priority Rank
- #38 of 45