{
  "crd_number": 139254,
  "slug": "mgh-asset-management-wellington-139254",
  "primary_business_name": "MGH ASSET MANAGEMENT",
  "legal_name": "MGH ASSET MANAGEMENT LTD",
  "dbas": [],
  "city": "Wellington",
  "state": null,
  "country": "New Zealand",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2007-04-23",
  "years_registered": 19,
  "period": "2026-10-01",
  "filing_date": "2026-08-05",
  "carried_forward": false,
  "raum_total": 18454068.0,
  "raum_discretionary": 18454068.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 18454068.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://mgham.com",
    "https://nz.linkedin.com/COMPANY/MGH-ASSET-MANAGEMENT"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/139254",
  "city_as_filed": "WELLINGTON",
  "url": "https://advisorcensus.com/firm/mgh-asset-management-wellington-139254",
  "display_name": "MGH Asset Management",
  "summary": "MGH Asset Management is an SEC-registered investment advisory firm in Wellington, New Zealand, registered since 2007, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 5, 2026.",
  "citation": "AdvisorCensus. MGH Asset Management (CRD 139254): 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)"
  ],
  "quick_answers": [
    {
      "q": "How is MGH Asset Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), MGH Asset Management 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 MGH Asset Management located?",
      "a": "MGH Asset Management's principal office is in Wellington, New Zealand, according to its Form ADV."
    },
    {
      "q": "Is MGH Asset Management registered with the SEC or a state?",
      "a": "MGH Asset Management is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 139254."
    },
    {
      "q": "How much does MGH Asset Management manage?",
      "a": "MGH Asset Management reports $18,454,068 in regulatory assets under management in its Form ADV filing dated August 5, 2026 (100% discretionary)."
    },
    {
      "q": "How have MGH Asset Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for MGH Asset Management: Regulatory assets under management: $18,988,405 in the October 2021 data and $18,454,068 in the October 2026 data, down 3%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does MGH Asset Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Does MGH Asset Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/139254"
    },
    {
      "q": "What changed in MGH Asset Management's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Regulatory assets under management went from $15,728,603 to $18,454,068 (+17%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 18988405.0,
      "total_employees": 2,
      "filing_date": "2021-06-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 15622065.0,
      "total_employees": 2,
      "filing_date": "2022-05-09"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 14960434.0,
      "total_employees": 2,
      "filing_date": "2023-05-09"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 14831034.0,
      "total_employees": 2,
      "filing_date": "2024-06-17"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 15728603.0,
      "total_employees": 2,
      "filing_date": "2025-05-23"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 18454068.0,
      "total_employees": 2,
      "filing_date": "2026-08-05"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Regulatory assets under management went from $15,728,603 to $18,454,068 (+17%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/mgh-asset-management-wellington-139254.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 18454068.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/139254",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}