Marathon-london
Registered investment adviser · London · CRD #132391
Form ADV data as of 2026-09-01Regulatory assets
$39.04 billion
Total accounts
50
Employees
74
Disclosure events
0
Firm details
- Website: https://www.marathon-london.com
- Telephone: 44 20 7497 2211
- SEC file number: 801-63397
- Most recent Form ADV filing: 2026-05-05
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $39.04 billion |
| Non-discretionary regulatory assets under management | $0 |
| Total regulatory assets under management | $39.04 billion |
| Discretionary accounts | 50 |
| Non-discretionary accounts | 0 |
| Total accounts | 50 |
| Regulatory assets under management attributable to non-U.S. persons | $8.63 billion |
People
| Total employees (excluding clerical) | 74 |
| Employees performing investment advisory functions (including research) | 16 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 0 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | Yes |
| A related person has custody of client securities | Yes |
| Client funds and securities held in a related person's custody | $353.3 million |
| Clients for whom a related person has custody | 1 |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 1 |
How the firm is compensated
Advisory services offered
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends securities in which it has another proprietary interest
- Recommends securities for which it serves as underwriter or general partner
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Investment companies | 3 | $8.88 billion |
| Pooled investment vehicles (other than investment companies and BDCs) | 18 | $11.06 billion |
| Pension and profit sharing plans (not the participants or government plans) | 7 | $1.39 billion |
| Charitable organizations | Not reported | $5.44 billion |
| State or municipal government entities (including government pension plans) | 14 | $9.82 billion |
| Insurance companies | Not reported | $232.5 million |
| Sovereign wealth funds and foreign official institutions | Not reported | $2.10 billion |
| Corporations or other businesses not listed above | Not reported | $117.1 million |