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Marathon Asset Mgmt

Company Profile
Marathon Asset Mgmt is a fund manager in London with $52.02 bn assets under management.

Company profile

Website
www.marathon-london.com
Employees
Incorporated
United Kingdom
Fiscal year end
Dec 31
Industry
Other Private Fund
SEC CIK
0001861026
SEC advisor number
801-63397
FINRA CRD number
132391
AUM ?
$52.02 bn (as of 27 May 22)
Accounts
69 (as of 27 May 22)
Employees
85 (15 investment advisory or research)
Office hours
Monday - Friday, 8 AM UNTIL 6 PM
Brochures
  • Marathon-london Form Adv Part 2A (27 May 22)

Ownership

Owner Title From %Ownership
Arah, William, James Director 11/2003 25-50%
Hosking, Jeremy, John Retired Non-executive Shareholder 12/2012 < 5%
Ostrer, Neil, Mark Director 11/2003 25-50%
the W.j.arah Overseas Trust Trust 02/1987 25-50%
the J.j.hosking Overseas Trust Trust 10/1986 25-50%
Neil Mark Ostrer Shareholder 04/2008 25-50%
VG Corporate Trustee Limited Corporate Trustee 12/2016
Bennett, James, Richard Chief Risk and Compliance Officer 10/2013 < 5%
Diment, Joe, Martin Managing Director 12/2019 < 5%
SG Kleinworth Hambros Bank (Ci) Limited Corporate Trustee 12/2017
Carter, Charles, Richard Managing Director 12/2019 < 5%
Arah, William, James Beneficiary 02/1987 > 75%
Hosking, Jeremy, John Beneficiary 10/1986 > 75%
M.a.m Investments LTD Shareholder 08/2021 10-25%
Stewart, David, Coldwells Chair 03/2022 < 5%
Beveridge, James, John Chief Financial Officer 04/2020 < 5%
Hingley, Robert, Charles Director 10/2019 < 5%
Holdsworth, Claire General Counsel 08/2021 < 5%

Ownership

Fund structure AUM Fund type
Marathon-london $52.02 bn
Marathon Ucits Fund - Global Equity Fund $319.43 mm Other Private Fund
Marathon Ucits Fund - International Equity Fund $1.29 bn Other Private Fund
Marathon Ucits Fund - Japan Equity Fund $566.03 mm Other Private Fund
Marathon-london Emerging Markets Investment Trust $366.53 mm Other Private Fund
the Marathon-london All Countries World Ex Us Investment Trust Other Private Fund
the Marathon-london Global Fund of the Marathon-london Pooled Trust $299.88 mm Other Private Fund
the Marathon-london Global Select Investment Trust $105.85 mm Other Private Fund
the Marathon-london International Fund of the Marathon-london Group Trust for Employee Benefit Plans $6.85 bn Other Private Fund
the Marathon-london International Investment Trust I $3.56 bn Other Private Fund
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Oct 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
21 Apr 22
SC 13G
Upland Software, Inc.
28 Jan 22
13F-HR
Quarterly holdings report by institutional manager
28 Jan 22
13F-HR
Quarterly holdings report by institutional manager
5 Nov 21
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