Morant Wright Management Limited (London)

Name: Morant Wright Management Limited
Address: 43 St. James's Place, London, Sw1 A 1 Ns
Telephone: 011-44-20-7499-9980

Morant Wright Management Limited is a large advisory firm based in London. It manages $4.38 billion of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2005.

Morant Wright Management Limited provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Morant Wright Management Limited: assets under management

The assets under management (AUM) of Morant Wright Management Limited is $4.38 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 89% since the beginning of its operation, and $2.83 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $4.38 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $364.63 million each.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Morant Wright Management Limited for their services and products based on a percentage of assets under management and performance-based fees. 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.

What kind of clients Tom L Mermagen serves?

The firm provides services to investment companies, charitable organizations, and pooled investment vehicles. The largest group of clients of Tom L Mermagen is pooled investment vehicles with 5 clients and $2.28 billion of assets under management. Among the 6 most similar advisory firms, Morant Wright Management Limited has the 3rd lowest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $4.04 billion for 11 clients. 70% of the firm’s clients are foreign persons or businesses.

Morant Wright Management Limited also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $100,000 for each fund.

Careers at Morant Wright Management Limited

The company employs 10 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Tom L Mermagen has been acting as President since 1 Aug 2005. Denis Henry Clough joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Stephen P Morant	Ceo/finance director	1 Feb 1999	25% - 50%	5069414
Ian K Wright	Director	1 May 1999	25% - 50%	5069416
Richard J Phillips	Director	1 Aug 2001	Other	5069419
Tom L Mermagen	Director	1 Aug 2005	Other	5069421
Alasdair Alan Dewar Mckerrell	Director/chief operating officer	1 Aug 2006	Other	5242907
Mwml Washington Inc.	Owner	1 Aug 2007	Other	60 742 120
Andrew Neil Millward	Director	1 Mar 2009	Other	5707084
Denis Henry Clough	Director	1 Mar 2010	Other	4364927

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Cascade Investment	Equity owner io	1 Aug 2007	75% - 100%	601 624 977

Based in London

The principal office where Morant Wright Management Limited performs its advisory services is located at 43 St. James's Place, London, Sw1 A 1 Ns, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 011-44-20-7499-9980 or by fax 011-44-20-7499-9981. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at morantwright.co.uk.