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| Happy Holidays!! thanks for using AUM13F!! |
| Maseco LLP
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| CRD # | 147686 |
| SEC # | 801-69385 |
| CIK # | 0002074052 |
| AUM | $3.8 B (2025-07-22) |
| Employees | 125 (19% Investors, 0% Brokers) |
| Phone | 442070430455 |
| Address | The Kodak London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| 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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Key Financial Inc
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Motley Fool Wealth Management LLC
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