Marathon Asset Management Limited

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Marathon Asset Management Limited ✚
CRD #	132391
SEC #	801-63397
CIK #	0001861026, 0001040592, 0001279913
AUM	39.04 B (2026-05-05)
Employees	74 (22% Investors, 0% Brokers)
Phone	442074972211
Address	The Floral Building London, United Kingdom
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($B) Copy

Type	Form D Funds	Date	Sold	AUM
HF	Marathon UCITS Fund - Global Equity Fund	[2021-08-24]	538.3 M	143.3 M
	Filed 2025-05-30 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $10,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Marathon-London International Small Cap Investment Trust	[2020-08-24]	10.0 M	12.8 M
	Filed 2022-12-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $10,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	The Marathon-London All Countries World EX US Investment Trust	2020-06-25		7.6 M
HF	The Marathon-London Global Opportunities Investment Trust	[2019-10-11]	211.1 M	187.4 M
	Filed 2025-05-30 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $10,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Marathon-London Emerging Markets Investment Trust	[2017-01-06]	283.3 M	4.1 M
	Filed 2025-05-30 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Marathon UCITS Fund - Emerging Markets Equity	[2015-06-01]	169.9 M	53.4 M
	Filed 2025-05-30 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $10,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Marathon New Global Fund PLC	[2012-03-27]	359.4 M	5,517.0 M
	Filed 2009-03-27 (D/A) · Exemption 506, 3(c), 3(c)(7) · Minimum $2,500,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000
Other	Marathon UCITS Fund - European Equity Fund	[2012-03-27]	505.5 M	313.3 M
	Filed 2025-05-30 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $10,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Marathon UCITS Fund - International Equity Fund	[2012-03-27]	2,939.6 M	337.0 M
	Filed 2025-05-30 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $10,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Marathon UCITS Fund - Japan Equity Fund	[2012-03-27]	1,289.6 M	647.1 M
	Filed 2025-05-30 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $10,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
View All

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	0	0.0
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	3	8.9
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	18	11.1
(g) Pension and profit sharing plans	7	1.4
(h) Charitable organizations	0	5.4
(i) State or municipal government entities	14	9.8
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.2
(l) Sovereign wealth funds and foreign official institutions	0	2.1
(m) Corporations or other businesses not listed above	0	0.1
(n) Other	0	0.0
Total	50	39.0
By Discretionary
Discretionary	50	39.0
Non-Discretionary	0	0.0
Total	50	39.0
By Non-United States Persons
Non-United States Persons		8.6
United States Persons		30.4
Total	50	39.0

Limited Partners	2011 - 2026
Maryland State Retirement and Pension System
Massachusetts Pension Reserves Investment Management
Minnesota State Board of Investment
New Jersey Division of Investment
New York City Board of Education Retirement System
New York City Employees' Retirement System
New York State and Local Retirement System
North Carolina Retirement Services
Pennsylvania Public School Employees' Retirement System
State Board of Administration of Florida
Teachers' Retirement System of the City of New York

Form D Directors	Role	# Filings	# Firms
See Clarification See Clarification	Executive Officer, Promoter	144	14
David Shubotham	Director	46	12
Carl O'sullivan	Director	34	7
James Bennett	Director	42	3
Robert Burke	Director	27	3
Jeremy Hosking	Director	4	3
Nick Hughes	Director	5	2
Joe Diment	Director	5	1
Neil Hayes	Director	5	1
Neil Ostrer	Director	4	1
View All

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001040592]
13F-NT	[0001040592]
SC 13G	[0001040592]
13F-HR	[0001279913]
3	[0001279913]
4	[0001279913]
SC 13D	[0001279913]
SC 13G	[0001279913]
13F-HR	[0001861026]
SC 13G	[0001861026]

Form 13D/13G Filer	Form 13D/13G Subject	Filed
Marathon Asset Management LP	Graftech International Ltd	[2025-02-27]
Marathon Asset Management LP	ENDO Inc	[2024-11-04]
Marathon Asset Management LP	Mallinckrodt PLC	[2024-02-06]
Marathon Asset Management LP	John Hancock Asset-Based Lending Fund	[2022-08-10]
Marathon Asset Mgmt Ltd	Upland Software Inc	[2022-01-28]
Marathon Asset Management LP	Garrett Motion Inc	[2020-12-21]
Marathon Asset Management LP	Workhorse Group Inc	[2019-01-07]
Marathon Asset Management LP	Five Point Holdings LLC	[2018-03-02]
Marathon Asset Management LP	Imprimis Pharmaceuticals Inc	[2016-03-21]
Marathon Asset Management LP	DFC Global Corp	[2014-05-29]
View All

Firm Profile (Form ADV)
Discretionary AUM	$50.9B
Serves	Institutional
Fund Types	Hedge Fund
LEI	213800RM4JFI7ZG85N94

Form 3/4/5 Subject	2011 - 2026
Marathon Asset Management LP
John Hancock Marathon Asset-Based Lending Fund
Marathon Distressed Credit Master Fund
MCSP Sub LLC
Marathon StepStone Master Fund LP
Marathon Asset Management GP LLC
Richards Bruce J
ATI Physical Therapy Inc
Hanover Louis
Workhorse Group Inc
Grizzly Energy LLC

Insider Transaction (Form 3/4/5)	Date	Action	Shares	Price	Value ($)
John Hancock Marathon Asset-Based Lending Fund NA Class I Shares	2025-12-31	Other	49,726.50	$20.11	1,000,000
John Hancock Marathon Asset-Based Lending Fund NA Class I Shares	2025-09-30	Sell	49,067.72	$20.38	1,000,000
John Hancock Marathon Asset-Based Lending Fund N/A Class I Shares	2025-03-31	Sell	73,457.39	$20.42	1,500,000
John Hancock Marathon Asset-Based Lending Fund N/A Class I Shares	2024-11-29	Other	295,130.35	$0.00
John Hancock Marathon Asset-Based Lending Fund NA Class I Shares	2024-10-30	Other	3,461.92	$0.00
John Hancock Marathon Asset-Based Lending Fund NA Class I Shares	2024-10-22	Other	209,446.12	$0.00
John Hancock Marathon Asset-Based Lending Fund NA Class I Shares	2024-05-08	Other	133,283.88	$0.00
ATI Physical Therapy Inc ATIP Convertible PIK Notes (Delayed Draw) · derivative	2024-01-30	Grant	640,000
ATI Physical Therapy Inc ATIP Series B Preferred Stock	2024-01-30	Grant	8,000	$0.00
Workhorse Group Inc WKHS Common Stock	2020-05-08	Sell	3,845,000	$2.90	11,150,500
Workhorse Group Inc WKHS Warrants (Right to Buy) · derivative	2020-05-06	Option exercise	3,845,000	$0.00
Workhorse Group Inc WKHS Common Stock	2020-05-06	Option exercise	3,845,000	$1.25	4,806,250
Grizzly Energy LLC VNRR Common Stock	2018-05-18	Sell	1,500	$5.55	8,325
Grizzly Energy LLC VNRR Common Stock	2018-05-16	Sell	10,000	$6.00	60,000
Grizzly Energy LLC VNRR Common Stock	2018-05-15	Sell	25,000	$5.50	137,500
Grizzly Energy LLC VNRR Common Stock	2017-12-21	Grant	7,948	$0.00

Comparable Firms	State	AUM
Ascension Investment Management LLC ✚	MO	40.83 B
Hudson Bay Capital Management LP ✚	CT	40.71 B
Los Angeles Capital Management LLC ✚	CA	40.58 B
Franklin Templeton Investment Management Limited ✚		40.52 B
Blackstone Tactical Opportunities Advisors LLC ✚	NY	40.36 B
IFM Investors US Advisor LLC ✚	NY	40.23 B
Linden Advisors LP ✚	NY	38.78 B
Polar Asset Management Partners Inc ✚		37.86 B
Nomura Corporate Research and Asset Management Inc ✚	NY	37.56 B
Woodline Partners LP ✚	CA	36.66 B

Marathon Asset Management Limited

Assets, Funds, Holdings