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 a corporate registered investment adviser that has been SEC-registered since 2011 and primarily serves institutional clients. Its advisory services include portfolio management for investment companies, pooled investment vehicles and for businesses or institutions. The firm charges both asset-based fees and performance-based fees and identifies itself as an active ESG investor. Ownership is a mix of foreign-entity and individual interests, and the firm reports affiliations that include a broker-dealer, other investment advisers, and a CPO/CTA.