Morant Wright Management Limited
- Regulatory AUM
- $7.4B
- Discretionary
- $7.4B
- Clients
- 11
- Avg AUM / client
- $676M
- Accounts
- 11
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Nov 11, 2025
Asset allocation (SMA assets by investment type)
as of Nov 11, 2025Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 3 | $157M | 2.12% |
| Pooled investment vehicles (non-investment companies) | 5 | $4.1B | 55.3% |
| Pension and profit sharing plans | 1 | $241M | 3.24% |
| Charitable organizations | 2 | $2.9B | 39.3% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $84.6M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Mw Japan Fund Plc | Other Private Fund | Ireland | $84.6M | 54 |
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Morant, Stephen, P | Ceo/Finance Director | Feb 1999 (28y) | 25% – 50% | |
| Wright, Ian, K | Director | May 1999 (27y) | 25% – 50% | |
| Phillips, Richard, J | Director | Aug 2001 (25y) | 10% – 25% | |
| Mermagen, Tom, L | Director | Aug 2005 (21y) | 5% – 10% | |
| Mckerrell, Alasdair, Alan Dewar | Director/Chief Operating Officer / Chief Compliance Officer | Aug 2006 (20y) | 5% – 10% | |
| Millward, Andrew, Neil | Director | Mar 2009 (17y) | Less than 5% | |
| Clough, Denis, Henry | Director | Mar 2010 (16y) | Less than 5% | |
| Chandra, Randeep, Kaur | Director | Feb 2022 (5y) | Less than 5% | |
| Sinclair, Nicholas, Gabriel | Director | Jan 2024 (3y) | Less than 5% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $84.6M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Mw Japan Fund Plc | Other Private Fund | $84.6M | $100K | 54 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 11/11/2025 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Nov 11, 2025.
View current Form ADV (SEC/IAPD) ↗