Magellan Investment Partners

RIASEC RegisteredEst. 2011

Total AUM

$21.7B

Discretionary

$21.7B

100% of AUM

Avg account

$435M

Accounts

Employees

100

Advisory reps

Firm details

Headquarters: Sydney, New South Wales,
CRD number: 159256
Registered since: November 14, 2011
Website: www.magellangroup.com.au
Custodians: J.P.MORGAN CHASE BANK, N.A - UK BRANCH, THE NORTHERN TRUST COMPANY - UK BRANCH, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles50.2%
Pension & Profit Sharing Plans20.4%
State / Municipal Government17.76%
Corporations / Businesses6.51%
Other4.52%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Magellan Investment Partners is an institutional registered investment adviser that manages portfolios for pooled vehicles, investment companies and institutional clients. The firm has been SEC-registered since 2011 and charges clients both asset-based fees and performance-linked fees. Its practice includes portfolio management across commingled and bespoke structures, and it discloses an active approach to environmental, social and governance (ESG) factors. Regulatory filings list the firm’s industry connections as including broker-dealer relationships, other investment advisers and commodity pool/operator activity.