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MARATHON-LONDON
Legal name: MARATHON ASSET MANAGEMENT LIMITED
CRD 132391File 801-63397
APPROVED
Custody
Filing as of May 5, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$39.04B
Top 10% of cohort (national)
Discretionary AUM
$39.04B
Clients
42
50 accounts
Employees
74
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Sep 9, 2004
- Principal office
- THE FLORAL BUILDING, 27B FLORAL STREET, LONDON, WC2E 9DP
- Phone
- 44 20 7497 2211
- Website
- HTTPS://WWW.MARATHON.CO.UK
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $39.04B
- Discretionary AUM
- $39.04B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 50
- Non-discretionary accounts
- 0
- Total accounts
- 50
- AUM per client
- $929.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $117.1M |
| Non-U.S. persons | Fewer than 5 | $2.10B |
| Insurance companies | Fewer than 5 | $232.5M |
| Investment companies | 3 | $8.88B |
| Charitable organizations | Fewer than 5 | $5.44B |
| Pooled investment vehicles | 18 | $11.06B |
| Pension and profit sharing plans | 7 | $1.39B |
| State or municipal government entities | 14 | $9.82B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jun 1, 2026 | Employees | 77 | 74 | decreased by3 |
| Jun 1, 2026 | Clients | 45 | 42 | decreased by3 |
| Jun 1, 2026 | AUM | $37,402,098,683 | $39,042,272,218 | increased by$1,640,173,535 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 80 | 77 | decreased by3 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 49 | 45 | decreased by4 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $40,698,254,061 | $37,402,098,683 | decreased by$3,296,155,378 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 55 | 50 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 85 | 80 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 60 | 49 | decreased by11 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $52,018,915,106 | $40,698,254,061 | decreased by$11,320,661,045 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 69 | 55 | decreased by14 |
| Jun 1, 2022 | Employees | 84 | 85 | increased by1 |
| Jun 1, 2022 | Clients | 66 | 60 | decreased by6 |
| Jun 1, 2022 | AUM | $57,026,828,116 | $52,018,915,106 | decreased by$5,007,913,010 |
| Jun 1, 2022 | Accounts | 75 | 69 | decreased by6 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MARATHON-LONDON” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MARATHON-LONDON” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.