# MGH Asset Management

> 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.

- CRD: 139254
- Filed as: MGH ASSET MANAGEMENT
- Legal name: MGH Asset Management Ltd
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wellington, New Zealand
- Filing period: October 2026
- Form ADV filing dated: August 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/139254
- AdvisorCensus page: https://advisorcensus.com/firm/mgh-asset-management-wellington-139254

## Quick answers

**How is MGH Asset Management compensated?**
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.

**Where is MGH Asset Management located?**
MGH Asset Management's principal office is in Wellington, New Zealand, according to its Form ADV.

**Is MGH Asset Management registered with the SEC or a state?**
MGH Asset Management is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 139254.

**How much does MGH Asset Management manage?**
MGH Asset Management reports $18,454,068 in regulatory assets under management in its Form ADV filing dated August 5, 2026 (100% discretionary).

**How have MGH Asset Management's assets and staff changed since 2021?**
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.

**What types of clients does MGH Asset Management serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does MGH Asset Management report any disciplinary disclosures?**
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

**What changed in MGH Asset Management's recent Form ADV filings?**
In the September 2026 filing data: Regulatory assets under management went from $15,728,603 to $18,454,068 (+17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $18,454,068
- Discretionary: $18,454,068
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $18,454,068 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2007 (19 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mgham.com
- LinkedIn @MGH-ASSET-MANAGEMENT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $18,988,405 | 2 | June 28, 2021 |
| October 2022 | $15,622,065 | 2 | May 9, 2022 |
| October 2023 | $14,960,434 | 2 | May 9, 2023 |
| October 2024 | $14,831,034 | 2 | June 17, 2024 |
| October 2025 | $15,728,603 | 2 | May 23, 2025 |
| October 2026 | $18,454,068 | 2 | August 5, 2026 |

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.

## Changes in the filing (last 12 months)

### September 2026
- Regulatory assets under management went from $15,728,603 to $18,454,068 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MGH Asset Management (CRD 139254): Form ADV filing data as of October 2026.