Clients
Morant Wright Management Limited serves 11 clients, 5 of them pooled investment vehicles. The average client has about $999 million with the firm.
- Pooled investment vehicles5 clients55%
- Pension and profit-sharing plans1 clients3%
- Charitable organizations2 clients40%
- Investment companies3 clients2%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 3 | $211,158,194 | 1.9% | $70.4M |
| Pooled investment vehicles | 5 | $6,039,866,938 | 54.9% | $1.21B |
| Pension and profit-sharing plans | 1 | $348,889,194 | 3.2% | $348.9M |
| Charitable organizations | 2 | $4,393,106,590 | 40.0% | $2.20B |
| Total | 11 | $10,993,020,916 | 100% | $999.4M |
- Clients
- 3
- Regulatory AUM
- $211,158,194
- Share
- 1.9%
- Avg. per client
- $70.4M
- Clients
- 5
- Regulatory AUM
- $6,039,866,938
- Share
- 54.9%
- Avg. per client
- $1.21B
- Clients
- 1
- Regulatory AUM
- $348,889,194
- Share
- 3.2%
- Avg. per client
- $348.9M
- Clients
- 2
- Regulatory AUM
- $4,393,106,590
- Share
- 40.0%
- Avg. per client
- $2.20B
Total
- Clients
- 11
- Regulatory AUM
- $10,993,020,916
- Share
- 100%
- Avg. per client
- $999.4M
What it does
Morant Wright Management Limited provides portfolio management for pooled vehicles. It is paid through a percentage of assets and performance-based fees.
Morant Wright Management Limited advises 1 private funds.
100.0% of assets ($10.99B across 11 accounts) are managed with discretion. 62% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks100%
Custodians
Morant Wright Management Limited does not have custody of client assets.
- All other custodians$10.99B100%
Ownership and leadership
Stephen Morant owns 25% to 50% of Morant Wright Management Limited.
- Owns 25% to 50% of Morant Wright Management Limited
Stephen Morant
Control person · since February 1999
- Owns 25% to 50% of Morant Wright Management Limited
Ian Wright
Control person · since May 1999
- Owns 10% to 25% of Morant Wright Management Limited
Richard Phillips
Control person · since August 2001
- Owns 5% to 10% of Morant Wright Management Limited
Tom Mermagen
Control person · since August 2005
- Owns 5% to 10% of Morant Wright Management Limited
Alasdair McKerrell
Control person · since August 2006
Leadership
- Alasdair McKerrellDirector/Chief Operating Officer / Chief Compliance Officer
- Randeep ChandraDirector
- Denis CloughDirector
- Tom MermagenDirector
- Andrew MillwardDirector
- Stephen MorantCEO/Finance Director
- Richard PhillipsDirector
- Nicholas SinclairDirector
- Ian WrightDirector
Staff
- 12 employees
- 8 in advisory functions
Fees
Morant Wright Management Limited is paid through a percentage of assets under management and performance-based fees.
Morant Wright Management Limited’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Morant Wright Management Limited has 0 offices, with 1 listed address with no US state reported.
Registration details
- Legal name
- Morant Wright Management Limited
- Headquarters
- 43 ST. James'S Place, London, United Kingdom SW1A 1NS
- Phone
- 011442074999980
- Website
- Not reported
- SEC file
- 801-65797
- Structure
- corporation organized in United Kingdom
- Fiscal year end
- July
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Morant Wright Management Limited have?
Morant Wright Management Limited has 11 clients and manages $11 billion for them, as of September 2026. They include 5 pooled investment vehicles, 3 investment companies and 2 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 September 2026
What services does Morant Wright Management Limited offer?
Morant Wright Management Limited provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Morant Wright Management Limited have?
Morant Wright Management Limited has 0 investment adviser representatives registered with state securities authorities, out of 12 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Morant Wright Management Limited invest in?
At the end of its last fiscal year, Morant Wright Management Limited’s separately managed accounts held 100% exchange-traded equities. It advises 1 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Morant Wright Management Limited?
Morant Wright Management Limited’s direct owners are Tom Mermagen, Stephen Morant, Richard Phillips, Ian Wright and Alasdair McKerrell, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 29 September 2026
How does Morant Wright Management Limited get paid?
Morant Wright Management Limited is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file