{"url":"https://nivawealth.com/firms/morant-wright-management-limited-138189","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/138189","regulatoryAum":10993020916,"crd":"138189","secFileNumber":"801-65797","legalName":"Morant Wright Management Limited","displayName":"Morant Wright Management Limited","website":null,"founded":null,"organization":"corporation organized in United Kingdom","fiscalYearEnd":"July","headquarters":{"street":"43 ST. James'S Place","city":"London","state":"","stateName":"","country":"United Kingdom","postalCode":"SW1A 1NS"},"tradeNames":[],"registration":{"secApproved":"24 January 2006","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":12,"advisory":8,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":10993020916,"discretionaryAccounts":11,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":62,"nonAumClients":0},"clientTypes":[{"label":"Investment companies","clients":3,"regulatoryAum":211158194},{"label":"Pooled investment vehicles","clients":5,"regulatoryAum":6039866938},{"label":"Pension and profit-sharing plans","clients":1,"regulatoryAum":348889194},{"label":"Charitable organizations","clients":2,"regulatoryAum":4393106590}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Morant Wright Management Limited does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Alasdair McKerrell","title":"Director/Chief Operating Officer / Chief Compliance Officer","crd":"5242907"},{"name":"Randeep Chandra","title":"Director","crd":"7657869"},{"name":"Denis Clough","title":"Director","crd":"4364927"},{"name":"Tom Mermagen","title":"Director","crd":"5069421"},{"name":"Andrew Millward","title":"Director","crd":"5707084"},{"name":"Stephen Morant","title":"CEO/Finance Director","crd":"5069414"},{"name":"Richard Phillips","title":"Director","crd":"5069419"},{"name":"Nicholas Sinclair","title":"Director","crd":"7856728"},{"name":"Ian Wright","title":"Director","crd":"5069416"}],"ownership":[{"label":"Tom Mermagen","detail":"Director in the 5% to 10% ownership band and a control person, since August 2005."},{"label":"Stephen Morant","detail":"Ceo/finance director in the 25% to 50% ownership band and a control person, since February 1999."},{"label":"Richard Phillips","detail":"Director in the 10% to 25% ownership band and a control person, since August 2001."},{"label":"Ian Wright","detail":"Director in the 25% to 50% ownership band and a control person, since May 1999."},{"label":"Alasdair McKerrell","detail":"Director/chief operating officer / chief compliance officer in the 5% to 10% ownership band and a control person, since August 2006."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"011442074999980","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":100}],"privateFunds":1},"sources":{"adv1FilingDate":"29 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/138189/PDF/138189.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Morant Wright Management Limited have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Morant Wright Management Limited offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Morant Wright Management Limited have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Morant Wright Management Limited invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Morant Wright Management Limited?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Morant Wright Management Limited get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}