Mgh Asset Management Ltd
- Regulatory AUM
- $18.5M
- Discretionary
- $18.5M
- Clients
- 1
- Avg AUM / client
- $18.5M
- Accounts
- 1
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $18.5M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $18.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Mgh Investment Fund Limited | Other Private Fund | Cayman Islands | $18.2M | 17 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gibbs Harris, Michael, Wyn | Director | Oct 2002 (24y) | Less than 5% | |
| Thompsen, Molli, Jamie | Chief Compliance Officer | Oct 2002 (24y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Gibbs Harris Family Trust | Trustee Shareholder | Jan 2008 | A | 75% or more |
| Brandon Trustees Limited | Trustees | Jan 2008 | B | ≈ 56.25% – 100% via Gibbs Harris Family Trust |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Brandon Trustees Limited: 75% – 100% of Gibbs Harris Family Trust × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $18.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Mgh Investment Fund Limited | Other Private Fund | $18.2M | $100K | 17 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/23/2025 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 05, 2026.
View current Form ADV (SEC/IAPD) ↗