← Directory
MASECO PRIVATE WEALTH
Legal name: MASECO LLP
CRD 147686File 801-69385
APPROVED
Retail clients
Disclosure events
Filing as of Aug 7, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.