AdvisorCensus / Financial advisors / Maseco Private Wealth
Maseco Private Wealth is an SEC-registered investment advisory firm in London, United Kingdom, registered since 2008, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 7, 2026.
Quick answers
From the filingHow is Maseco Private Wealth compensated?
On its Form ADV (Item 5.E, October 2026), Maseco Private Wealth reports these compensation arrangements: a percentage of assets under its management.
How much does Maseco Private Wealth charge?
Its Form ADV Part 2A brochure dated July 31, 2026 states: Up to $500,000: 1.25% a year; $500,001 to $1,000,000: 1% a year; $1,000,001 to $2,500,000: 0.9% a year; $2,500,001 to $5,000,000: 0.8% a year; Above $5,000,001: 0.7% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Maseco Private Wealth located?
Maseco Private Wealth's principal office is in London, United Kingdom, according to its Form ADV.
Is Maseco Private Wealth registered with the SEC or a state?
Maseco Private Wealth is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 147686.
How much does Maseco Private Wealth manage?
Maseco Private Wealth reports $4,957,724,955 in regulatory assets under management in its Form ADV filing dated August 7, 2026 (74% discretionary).
How have Maseco Private Wealth's assets and staff changed since 2021?
In the Form ADV data for Maseco Private Wealth: Regulatory assets under management: $2,191,257,337 in the October 2021 data and $4,957,724,955 in the October 2026 data, up 126%. Total employees: 70 in October 2021 and 129 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Maseco Private Wealth serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,723); high net worth individuals (720); charitable organizations (67).
Which custodians does Maseco Private Wealth use?
Maseco Private Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing Advisor Solutions LLC and Raymond James Wealth Management Limited as custodians holding 10% or more of its separately managed account assets.
Does Maseco Private Wealth report any disciplinary disclosures?
Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order), and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/147686
Does Maseco Private Wealth state an account minimum?
Its Form ADV Part 2A brochure dated July 31, 2026 says: "A minimum of $1,000,000 of assets under management is generally required for this service. This minimum account size may be negotiable under certain circumstances."
What changed in Maseco Private Wealth's recent Form ADV filings?
In the September 2026 filing data: Registered or notice-filed in AK, AL, AR, DE, ID, IN, KS, KY, MN, MO, MS, MT, ND, NE, NM, OK, OR, PR, SD, VI, WV, WY. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $500,000 | 1.25% |
| $500,001 to $1,000,000 | 1% |
| $1,000,001 to $2,500,000 | 0.9% |
| $2,500,001 to $5,000,000 | 0.8% |
| Above $5,000,001 | 0.7% |
The brochure's wording
MASECO charges its fees on the basis of the sliding scale set out below. Whilst MASECO believes its fees to be competitive, clients should be aware that lower fees for comparable services may be available from other sources.
First $500,000 1.25% $500,001 - $1,000,000 1.00% $1,000,001 - $2,500,000 0.90% $2,500,001 - $5,000,000 0.80% Over $5,000,001 0.70%
Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
A minimum of $1,000,000 of assets under management is generally required for this service. This minimum account size may be negotiable under certain circumstances.
As stated in the firm's Form ADV Part 2A brochure dated July 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$4,957,724,955 as of October 2026, filing dated August 7, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Maseco LLP
- Also doing business as
- MASECO INSTITUTIONAL, MASECO PRIVATE WEALTH
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2008 (18 years)
- Employees
- Total: 129. Performing investment advisory functions: 24.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
53 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 113 Reports 3 disclosure items on Form ADV Item 11. View on IAPD.
Questions answered yes on this filing
Regulatory matters Items 11.C to 11.G
- 11.C(2) Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
- 11.C(5) Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?
- 11.D(4) In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?
Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $4,957,724,955 | 129 | August 7, 2026 |
| October 2025 | $3,829,868,260 | 125 | July 22, 2025 |
| October 2024 | $3,270,804,576 | 109 | September 20, 2024 |
| October 2023 | $2,677,438,990 | 92 | June 27, 2023 |
| October 2022 | $2,421,044,380 | 80 | June 21, 2022 |
| October 2021 | $2,191,257,337 | 70 | June 24, 2021 |
Regulatory assets under management: $2,191,257,337 in the October 2021 data and $4,957,724,955 in the October 2026 data, up 126%.
Total employees: 70 in October 2021 and 129 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- September 2026
- Registered or notice-filed in AK, AL, AR, DE, ID, IN, KS, KY, MN, MO, MS, MT, ND, NE, NM, OK, OR, PR, SD, VI, WV, WY.
- Updated its list of owners and control persons (Schedule A).
- August 2026
- Item 11 disclosure answers changed: 3 yes answers, previously 0 (now yes: 11.C(2), 11.C(5), 11.D(4)).
- Updated its list of owners and control persons (Schedule A).
- July 2026
- Regulatory assets under management went from $3,829,868,260 to $4,957,724,955 (+29%).
- January 2026
- Registered or notice-filed in IA, NV.
- No longer registered or notice-filed in MN, MS.
- December 2025
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Maseco Private Wealth (CRD 147686): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/maseco-private-wealth-london-147686