Marathon Asset Management (Services) Ltd (London)

Name: Marathon Asset Management (Services) Ltd
Address: Orion House, London, Wc2 H 9 Ea
Telephone: 011 44 207 497 2211

Marathon Asset Management (Services) Ltd is a large advisory firm based in London. It manages $10.32 billion of regulatory assets for 31 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.

Marathon Asset Management (Services) provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Marathon Asset Management (Services): assets under management

The assets under management (AUM) of Marathon Asset Management (Services) Ltd is $10.32 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $10.32 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $332.8 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Marathon Asset Management (Services) Ltd for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Marathon Asset Management (Services) Ltd

William James Arah has been acting as President since 1 Feb 1987. Simon Philip Davies joined the executive team most recently as the Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
M.A.M. Investments Ltd	Holding company	1 Feb 1987	75% - 100%	mar01
William James Arah	Director	1 Feb 1987	Other	1379771
Jeremy John Hosking	Director	1 Feb 1987	Other	4332162
Neil Mark Ostrer	Director	1 Feb 1987	Other	4332172
David Charles Brown	Chief operating officer	1 Oct 1989	Other	4332139
David Donne	Non-executive director	1 Oct 1989	Other	4332142
Simon Philip Davies	Compliance officer	1 Sep 1997	Other	4332137

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
The J.J.Hosking Overseas Trust	Trust	1 Oct 1986	25% - 50%	mar05
The Ostrer 1986 Settlement	Trust	1 Oct 1986	25% - 50%	mar06
Omnium Investments Ltd	Corporate trustee	1 Oct 1986	Other	mar06
Omnium Investments Ltd	Trustee	1 Feb 1987	75% - 100%	mar03
The W.J.Arah Overseas Trust	Trust	1 Feb 1987	25% - 50%	mar04

Based in London

The principal office where Marathon Asset Management (Services) Ltd performs its advisory services is located at Orion House, London, Wc2 H 9 Ea, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 011 44 207 497 2211 or by fax 011 44 207 497 2399. The normal business hours are 8.00 am until 6.00 pm on Monday - Friday. You can find more information about the New York firm at www.marathon.co.uk.