MORANT WRIGHT MANAGEMENT LIMITED
Adviser information for MORANT WRIGHT MANAGEMENT LIMITED last updated from Form ADV on January 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | JULY |
| Legal Location | United Kingdom |
Employees
| Total Number of Employees | 11 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 9 | $4.6B |
| Non-Discretionary | 0 | $0 |
| Total | 9 | $4.6B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $160.1M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 5 | $2.3B |
| Pension and profit sharing plans | <5 | $183.8M |
| Charitable organizations | <5 | $2.0B |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 67 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-65797 |
|---|---|
| SEC ERA File Number | 801-65797 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 138189 |
| Legal Entity Identifier | 213800W1SSQYM1HQ1143 |
Principal Office
43 ST. JAMES'S PLACELONDON
United Kingdom
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 011-44-20-7499-9980, Fax: 011-44-20-7499-9981
Websites
Chief Compliance Officer
ALASDAIR MCKERRELL
CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER
43 ST. JAMES PLACE
LONDON
United Kingdom
Tel:
011-44-20-7499-9980
Fax:
011-44-20-7499-9981
A*******@*****************K
(Full email address available in API data)
Regulatory Contact
MICAH TAYLOR
CONSULTANT
44 WALL STREET
SUITE 602
NEW YORK
NY
United States
Tel:
2125888906
M****@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| MW JAPAN FUND PLC | LONG ONLY EQUITY | $91.9M | $0.1M | 60 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MERMAGEN, TOM, L | Individual | – | DIRECTOR | 08/2005 | 5-10% |
| MORANT, STEPHEN, P | Individual | – | CEO/FINANCE DIRECTOR | 02/1999 | 25-50% |
| PHILLIPS, RICHARD, J | Individual | – | DIRECTOR | 08/2001 | 10-25% |
| WRIGHT, IAN, K | Individual | – | DIRECTOR | 05/1999 | 25-50% |
| MCKERRELL, ALASDAIR, ALAN DEWAR | Individual | – | DIRECTOR/CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | 08/2006 | 5-10% |
| MILLWARD, ANDREW, NEIL | Individual | – | DIRECTOR | 03/2009 | < 5% |
| CLOUGH, DENIS, HENRY | Individual | – | DIRECTOR | 03/2010 | < 5% |
| Chandra, Randeep, Kaur | Individual | – | DIRECTOR | 02/2022 | < 5% |
| Sinclair, Nicholas, Gabriel | Individual | – | DIRECTOR | 01/2024 | < 5% |