Morant Wright Management Limited
Firm details
- Headquarters
- London,
- CRD number
- 138189
- Registered since
- January 24, 2006
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles54.94%
- Charitable Organizations39.96%
- Pension & Profit Sharing Plans3.17%
- Investment Companies1.92%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Morant Wright Management Limited is an individual-owned institutional RIA that provides portfolio management for pooled investment vehicles and serves an institutional client base. The firm is SEC-registered (registration year 2006) and charges both a percentage-of-AUM fee and performance-based fees. Its operating model emphasizes managed, exchange-traded equity exposure in separate accounts and pooled vehicles rather than direct wealth management for individuals. The firm does not position itself as an ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
3 of 9
Tom Mermagen
DirectorCRD 5069421
Stephen Morant
founder and directorCRD 5069414
Richard Phillips
DirectorCRD 5069419
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
London, null
Location
London, null
Headquartered in London, null.
- Address
- 43 St Jamess Pl
- Office locations
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