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MESARETE CAPITAL LLP

LONDON, United Kingdom · CRD 314600 · IAPD ↗ · +44 (0) 203 148 2330

$4.75BRegulatory AUM
14Advisory reps
27Employees
0Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

25
July 2026 — MESARETE CAPITAL LLP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
43
July 2026 — MESARETE CAPITAL LLP grew from 11 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
July 2025 — MESARETE CAPITAL LLP grew from 6 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
35
July 2024 — MESARETE CAPITAL LLP reported RAUM up 27% ($3.25B -> $4.11B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.