Investment adviser · CRD 147686
MASECO PRIVATE WEALTH
Investment adviser filing (IA)
MASECO LLP
LONDON, United Kingdom · Form ADV filed Aug 7, 2026
- Regulatory AUM
- $4.96B Form ADV · Item 5.F
- Client accounts
- 5,421 Accounts, not individual clients
- Employees
- 129 Reported in this filing
- Advisory professionals
- 24 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 720 | $2,800,006,577 | 56.5% |
| Individuals | 2,723 | $2,117,322,828 | 42.7% |
| Charities | 67 | $40,395,550 | 0.8% |
Filing source
Form ADV 2124629 · Aug 7, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 7, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Publication of newsletters · Educational seminars
Compensation
Percentage of assets
Principal office
THE KODAK, 11 KEELEY STREETLONDON, WC2B 4BA, United Kingdom
CRD 147686
Filing source
Form ADV 2124629 · Aug 7, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.