MARATHON-LONDON

RIASEC RegisteredEst. 2004
Total AUM
$39B
Discretionary
$39B
100% of AUM
Avg account
$781M
Accounts
50
Employees
74
Advisory reps
9

Firm details

Headquarters
LONDON,
CRD number
132391
Registered since
September 9, 2004
Custodians
STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, THE HONGKONG AND SHANGHAI BANKING CORPORATION LIMITED
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles28.34%
  • State / Municipal Government25.14%
  • Investment Companies22.75%
  • Charitable Organizations13.94%
  • Sovereign Wealth Funds5.38%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Marathon-London is a hedge fund adviser that manages pooled vehicles and provides portfolio management services to investment companies, pooled investment vehicles and institutional clients. The firm acts in sponsor and GP roles and is the managing member of several pooled vehicles. Its fee model combines asset-based charges with performance fees. Marathon-London has been SEC-registered since 2004 and identifies its owner structure as a mix of a foreign entity and an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Cash & Cash Equivalents 2%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents2%

Owners & executives

2 of 2
  • JAMES BENNETT

    Chief Risk & Compliance OfficerCRD 6263924

  • James Beveridge

    Chief Financial OfficerCRD 7564784

Contacts

3 of 7
  • WILLIAM ARAH

    Founder & Portfolio ManagerCRD 1379771

  • DIANNA GONZALESBURDIN

    Non-Executive DirectorCRD 1435014

  • JEREMY HOSKING

    Founder & Portfolio ManagerCRD 4332162

Unlock 4 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

LONDON, null

Location

LONDON, null

Headquartered in LONDON, null.

Address
The Floral Building
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth