Maseco Llp
- Regulatory AUM
- $5.0B
- Discretionary
- $3.7B
- Clients
- 3,510
- Avg AUM / client
- $1.4M
- Accounts
- 5,421
- Employees
- 129
AUM over time
Annual snapshots from Form ADV filings · as of Jun 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,723 | $2.1B | 42.7% |
| High net worth individuals | 720 | $2.8B | 56.5% |
| Charitable organizations | 67 | $40.4M | 0.81% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Robert Dundas Sellon | Managing Partner, Financial Advisor | CFA | Jun 2008 (18y) | 25% – 50% |
| Joshua Eli Matthews | Managing Partner, Financial Advisor | Sep 2008 (18y) | 5% – 10% | |
| David Rory Dorman | Partner, Financial Advisor | Jan 2013 (14y) | 5% – 10% | |
| Parker, James, Walkden | Foreign Limited Company | May 2015 (11y) | GP / trustee / elected manager of Blue Fin Properties Limited (indirect) | |
| Findlater, Henry, Quentin Alexander | Partner, Financial Advisor | Apr 2016 (10y) | Less than 5% | |
| Andrea Lauren Solana | Partner | Jan 2018 (9y) | Less than 5% | |
| Flonaes, Torgeir | Partner | Apr 2020 (6y) | Less than 5% | |
| Benson, Andrew | Partner | Apr 2022 (4y) | Less than 5% | |
| Howison, Edward, Alistair | Partner | Apr 2022 (4y) | Less than 5% | |
| Cane, Marc, Simon | Chief Compliance Officer | Apr 2024 (2y) | Less than 5% | |
| Mark E Scher | Registered representative | Nov 2025 (1y) | ||
| Ashley Jo Scher | Registered representative | CFP | Dec 2025 (1y) | |
| George Fisk | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Blue Fin Properties Limited | Foreign Limited Company | Oct 2011 | A | 25% – 50% |
| Parsons Green Capital Limited | Foreign Limited Company | Apr 2023 | B | ≈ 18.75% – 50% via Blue Fin Properties Limited |
| The Delvino Family Trust | Foreign Trust | Apr 2011 | B | ≈ 14.06% – 50% via Parsons Green Capital Limited |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Parsons Green Capital Limited: 75% – 100% of Blue Fin Properties Limited × 25% – 50% direct ≈ 18.75% – 50% of the firm
- The Delvino Family Trust: 75% – 100% of Parsons Green Capital Limited × 75% – 100% of Blue Fin Properties Limited × 25% – 50% direct ≈ 14.06% – 50% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/09/2026 | 1.09 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Pershing $3.5B (70% of AUM) Jun 2026
- Raymond James $765M (15% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 09, 2026.
View current Form ADV (SEC/IAPD) ↗