Firm profile

Morant Wright Management Limited

LONDON, United KingdomCRD 138189Registration Status: ApprovedEffective since January 24, 2006SEC # 801-65797Latest ADV September 29, 2026

Morant Wright Management Limited is an SEC registered investment adviser organized as a corporation with a primary office location in London, United Kingdom. Its latest Form ADV filing, dated September 29, 2026, reports $11.0B in regulatory assets under management, 12 employees, 1 office, and 11 accounts.

Assets Under Management

$11.0B

Employees

Offices

1 office

Total Clients

Associated firm names

1 name listed

MORANT WRIGHT MANAGEMENT LIMITED

Leadership

3 roles identified

CEOStephen P. Morant

CCOAlasdair A. D. Mckerrell

COOAlasdair A. D. Mckerrell

Advisory services offered

1 types reported

Portfolio management for pooled investment vehicles

Fee models offered

2 types reported

Asset based fees

Performance-based fees

Offices & Contact

Primary office

LONDON, United Kingdom

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

View locations

United Kingdom

LONDONPrimary office

1 office records listed · 1 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Phone011-44-20-7499-9980 WebsiteVisit website

LinkedInNot found

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$11.0Bas of September 29, 2026

Discretionary100.0%

$11.0B

100% of total RAUM100.0%

Non-discretionary0.0%

0% of total RAUM0.0%

All regulatory assets under management are discretionary.

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 45.5% of total clients.

Top client categories% of clientsClients

Pooled Investment Vehicles

45.5%

Investment Cos.

27.3%

Charitable

18.2%

Pension Plans

9.1%

Categories with <5 clients

Charitable Organizations<5 clients

Pension and profit sharing plans<5 clients

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$11.0B

Total Accounts11

10Y AUM Change+$7.0B (+176.5%)

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees12

Clients per Employee1:1

10Y Employee Change+2 (+20.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%

STEPHEN P MORANTDirect owner · Schedule AInterest in MORANT WRIGHT MANAGEMENT LIMITED

25% to < 50%

IAN K WRIGHTDirect owner · Schedule AInterest in MORANT WRIGHT MANAGEMENT LIMITED

25% to < 50%

RICHARD J PHILLIPSDirect owner · Schedule AInterest in MORANT WRIGHT MANAGEMENT LIMITED

10% to < 25%

TOM L MERMAGENDirect owner · Schedule AInterest in MORANT WRIGHT MANAGEMENT LIMITED

5% to < 10%

ALASDAIR ALAN DEWAR MCKERRELLDirect owner · Schedule AInterest in MORANT WRIGHT MANAGEMENT LIMITED

5% to < 10%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Morant Wright Management Limited.

No indirect ownership information reported in the source’s Schedule B.

Reported ownership and control details

Form ADV · Filing date 2026-09-29 · Schedules A and B

9 entries

#	Owner / person & role	Interest in entity	Reported interest	Control person	Title / status acquired	Source
1	TOM L MERMAGENDIRECTORIndividual	MORANT WRIGHT MANAGEMENT LIMITED	5% to less than 10%Code A	Yes	DIRECTOR08/2005	Schedule APDF page 22
2	STEPHEN P MORANTCEO/FINANCE DIRECTORIndividual	MORANT WRIGHT MANAGEMENT LIMITED	25% to less than 50%Code C	Yes	CEO/FINANCE DIRECTOR02/1999	Schedule APDF page 22
3	RICHARD J PHILLIPSDIRECTORIndividual	MORANT WRIGHT MANAGEMENT LIMITED	10% to less than 25%Code B	Yes	DIRECTOR08/2001	Schedule APDF page 22
4	IAN K WRIGHTDIRECTORIndividual	MORANT WRIGHT MANAGEMENT LIMITED	25% to less than 50%Code C	Yes	DIRECTOR05/1999	Schedule APDF page 22
5	ALASDAIR ALAN DEWAR MCKERRELLDIRECTOR/CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICERIndividual	MORANT WRIGHT MANAGEMENT LIMITED	5% to less than 10%Code A	Yes	DIRECTOR/CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER08/2006	Schedule APDF page 22
6	ANDREW NEIL MILLWARDDIRECTORIndividual	MORANT WRIGHT MANAGEMENT LIMITED	Less than 5%Code NA	Yes	DIRECTOR03/2009	Schedule APDF page 22
7	DENIS HENRY CLOUGHDIRECTORIndividual	MORANT WRIGHT MANAGEMENT LIMITED	Less than 5%Code NA	Yes	DIRECTOR03/2010	Schedule APDF page 22
8	Randeep Kaur ChandraDIRECTORIndividual	MORANT WRIGHT MANAGEMENT LIMITED	Less than 5%Code NA	Yes	DIRECTOR02/2022	Schedule APDF page 22
9	Nicholas Gabriel SinclairDIRECTORIndividual	MORANT WRIGHT MANAGEMENT LIMITED	Less than 5%Code NA	Yes	DIRECTOR01/2024	Schedule APDF page 22

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 11/11/2025 11:02:14 AM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo

AFelonies2 No

In the past ten years, have you or any advisory affiliate:

A1Been convicted of or pleaded guilty or no contest to a felony?No
A2Been charged with a felony?No

BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
B2Been charged with a misdemeanor of the kind listed above?No

CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

C1Found you or an advisory affiliate made a false statement or omission?No
C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No

DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No

ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

E1Found you or an advisory affiliate made a false statement or omission?No
E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No

FProfessional authorizations1 No

FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No

GPending regulatory proceedings1 No

GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No

HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.