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MASECO LLP

Advisory

N·LONDON

Data as of Jul 31, 2026 · Source: SEC Form ADV

Total AUM

$5.0B

1-Year AUM Growth

+22.2%

3-Year CAGR

+13.2%

Employees

24

Assets Under Management

Total AUM$5.0B

Discretionary AUM$3.7B

Non-Discretionary AUM$1.3B

Discretionary %74.4%

Total Clients2,806

Team

Total Employees24

Investment Advisers129

Employee Growth (1Y)+21.1%

Filing History

Total Filings on Record65

First FilingJun 27, 2008

Latest FilingJul 31, 2026

🔒 Full AUM trend chart and 65 historical filings spanning 18+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MASECO LLP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.