Maseco LLP

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Assets, Funds, Holdings

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Maseco LLP
CRD #147686
SEC #801-69385
CIK #0002074052
AUM $3.8 B (2025-07-22)
Employees 125 (19% Investors, 0% Brokers)
Phone442070430455
AddressThe Kodak
London, United Kingdom
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram]
Total AUM ($B)
4.03.22.41.60.80.02008201420202026
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 2,198 1.7
(b) Individuals (high net worth individuals) 603 2.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 5 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 4,554 3.8
By Discretionary
Discretionary 3,355 2.8
Non-Discretionary 1,199 1.0
Total 4,554 3.8
By Non-United States Persons
Non-United States Persons 3.0
United States Persons 0.9
Total 4,554 3.8
EDGAR Form CIK 2011 - 2025
13F-HR [0002074052]
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NY 4.2
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Roffman Milller Associates Inc
PA 2.9
Bogart Wealth LLC
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Chas P Smith & Associates PA Cpa's
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Berger Financial Group Inc
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Baltimore-Washington Financial Advisors Inc
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Key Financial Inc
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Motley Fool Wealth Management LLC
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