{
  "crd_number": 287888,
  "slug": "melqart-asset-management-uk-ltd-london-287888",
  "primary_business_name": "MELQART ASSET MANAGEMENT (UK) LTD",
  "legal_name": "MELQART ASSET MANAGEMENT (UK) LTD",
  "dbas": [],
  "city": "London",
  "state": null,
  "country": "United Kingdom",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-07-29",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-02-25",
  "carried_forward": false,
  "raum_total": 2868292772.0,
  "raum_discretionary": 2868292772.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 23,
  "advisory_employees": 13,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 2514538474.0,
      "count": 5
    },
    "corporations_other_businesses": {
      "raum": 353754298.0,
      "count": 1
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [],
  "websites": [
    "https://melqart.com",
    "https://uk.linkedin.com/company/melqart-asset-management-uk-ltd"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/287888",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    }
  ],
  "city_as_filed": "LONDON",
  "url": "https://advisorcensus.com/firm/melqart-asset-management-uk-ltd-london-287888",
  "display_name": "Melqart Asset Management (UK) Ltd",
  "summary": "Melqart Asset Management (UK) Ltd is an SEC-registered investment advisory firm in London, United Kingdom, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated February 25, 2026.",
  "citation": "AdvisorCensus. Melqart Asset Management (UK) Ltd (CRD 287888): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Melqart Asset Management (UK) Ltd compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Melqart Asset Management (UK) Ltd reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Melqart Asset Management (UK) Ltd located?",
      "a": "Melqart Asset Management (UK) Ltd's principal office is in London, United Kingdom, according to its Form ADV."
    },
    {
      "q": "Is Melqart Asset Management (UK) Ltd registered with the SEC or a state?",
      "a": "Melqart Asset Management (UK) Ltd is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 287888."
    },
    {
      "q": "How much does Melqart Asset Management (UK) Ltd manage?",
      "a": "Melqart Asset Management (UK) Ltd reports $2,868,292,772 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have Melqart Asset Management (UK) Ltd's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Melqart Asset Management (UK) Ltd: Regulatory assets under management: $3,125,016,849 in the October 2022 data and $2,868,292,772 in the October 2026 data, down 8%. Total employees: 22 in October 2022 and 23 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Melqart Asset Management (UK) Ltd serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5); corporations or other businesses not listed above (1)."
    },
    {
      "q": "Which custodians does Melqart Asset Management (UK) Ltd use?",
      "a": "Melqart Asset Management (UK) Ltd's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Goldman Sachs, J.P. Morgan Securities LLC and Morgan Stanley & Co. LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Melqart Asset Management (UK) Ltd report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). 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/287888"
    },
    {
      "q": "What changed in Melqart Asset Management (UK) Ltd's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Changed its legal name from Melqart Asset Management (UK) Limited to Melqart Asset Management (UK) Ltd. Regulatory assets under management went from $3,409,543,917 to $2,868,292,772 (-16%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-02-17"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 3125016849.0,
      "total_employees": 22,
      "filing_date": "2022-06-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 3237342667.0,
      "total_employees": 25,
      "filing_date": "2023-02-23"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 3927631377.0,
      "total_employees": 27,
      "filing_date": "2024-02-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 3409543917.0,
      "total_employees": 26,
      "filing_date": "2025-05-16"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2868292772.0,
      "total_employees": 23,
      "filing_date": "2026-02-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Changed its legal name from Melqart Asset Management (UK) Limited to Melqart Asset Management (UK) Ltd.",
        "Regulatory assets under management went from $3,409,543,917 to $2,868,292,772 (-16%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Goldman Sachs",
      "name_as_filed": "GOLDMAN SACHS",
      "affiliated": false
    },
    {
      "name": "J.P. Morgan Securities LLC",
      "name_as_filed": "J.P. MORGAN SECURITIES LLC",
      "affiliated": false
    },
    {
      "name": "Morgan Stanley & Co. LLC",
      "name_as_filed": "MORGAN STANLEY & CO. LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/melqart-asset-management-uk-ltd-london-287888.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 2514538474.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": false,
      "raum": 353754298.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/287888",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}