John Morrell Advisory Services Limited (London)

John Morrell Advisory Services Limited is a large advisory firm based in London. It manages $44.5 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001.

John Morrell Advisory Services Limited provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

John Morrell Advisory Services Limited: assets under management

The assets under management (AUM) of John Morrell Advisory Services Limited is $44.5 million. The firm's AUM has gone down by -64% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $17.5 million in discretionary accounts and $27 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $17.5 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $27 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay John Morrell Advisory Services Limited for their services and products based on a percentage of assets under management and fixed 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 John Morrell Advisory Services Limited

John A Morrell has been acting as President since 1 Dec 1997. Kenneth John Mckelvey joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David R Morris	Ceo, director	1 Dec 1997	Other	4391976
John A Morrell	Chairman	1 Dec 1997	Other	4391981
David H Gibson	Cco, cfo, director	1 Dec 1997	Other	4391984
John Morrell And Associates Limited	45.87% owner of registrant	1 Dec 1997	25% - 50%	foreign entity
William Robert Grant	Shareholder	1 Dec 1997	25% - 50%	227609
Io Investors Limited	Owner	1 Feb 2001	75% - 100%	foreign entity
Kenneth John Mckelvey	Director	1 Apr 2002	Other	4523521
Carol Teague	Director	1 Apr 2002	Other	4523523
Peter Nicolas Aves	Secretary	1 Apr 2002	Other	4523526

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
John A Morrell	Chairman	1 Apr 1997	25% - 50%	4391981
Sanlam Psigma Holdings Limited	Owner	1 Feb 2001	75% - 100%	foreign entity
Sanlam Financial Services Bv	Owner	1 Feb 2001	75% - 100%	foreign entity

Based in London

The principal office where John Morrell Advisory Services Limited performs its advisory services is located at 126 Jermyn Street, London, Sw1 Y 4 Uj, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 011-44-207-747-6970 or by fax 011-44-207-747-6971. The normal business hours are 9:00 am to 6:00 pm gmt on Monday - Friday.