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MASECO PRIVATE WEALTH
Legal name: MASECO LLP
CRD 147686File 801-69385
APPROVED
Retail clients
Disclosure events
Filing as of Aug 7, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.96B
Top 25% of cohort (national)
Discretionary AUM
$3.69B
Non-discretionary $1.27B
Clients
3,510
5,421 accounts
Employees
129
Identity & registration
ADV Item 1- Organization form
- Limited Liability Partnership
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Aug 18, 2008
- Principal office
- THE KODAK, 11 KEELEY STREET, LONDON, WC2B 4BA
- Phone
- +44 20 7043 0455
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.96B
- Discretionary AUM
- $3.69B
- Non-discretionary AUM
- $1.27B
- Discretionary accounts
- 4,101
- Non-discretionary accounts
- 1,320
- Total accounts
- 5,421
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 67 | $40.4M |
| High net worth individuals | 720 | $2.80B |
| Individuals (other than high net worth individuals) | 2,723 | $2.12B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C5
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Disclosures | No | Yes | |
| Jul 1, 2026 | Employees | 125 | 129 | increased by4 |
| Jul 1, 2026 | Clients | 2,806 | 3,510 | increased by704 |
| Jul 1, 2026 | AUM | $3,829,868,260 | $4,957,724,955 | increased by$1,127,856,695 |
| Jul 1, 2026 | Accounts | 4,554 | 5,421 | increased by867 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 109 | 125 | increased by16 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 2,418 | 2,806 | increased by388 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $3,270,804,576 | $3,829,868,260 | increased by$559,063,684 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 3,894 | 4,554 | increased by660 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 80 | 109 | increased by29 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,740 | 2,418 | increased by678 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,421,044,380 | $3,270,804,576 | increased by$849,760,196 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,982 | 3,894 | increased by912 |
| Jul 1, 2022 | Employees | 70 | 80 | increased by10 |
| Jul 1, 2022 | Clients | 1,581 | 1,740 | increased by159 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MASECO PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MASECO PRIVATE” 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.