Magellan Investment Partners North America, Inc.

Overview

Magellan Investment Partners North America, Inc. is a corporation registered with the SEC since 1996 that operates as an institutional registered investment adviser. The firm identifies itself as a capital allocator that serves institutional clients and charges fees based on a percentage of assets under management. Its stated business activities include operating in a CPO/CTA capacity and providing portfolio management for investment companies as well as selecting other advisers, which positions it to construct or oversee pooled products and external manager relationships. The firm reports being an active ESG investor, and it maintains affiliations tied to both broker‑dealers and other investment advisers. Ownership is described as a combination of a domestic entity and an individual. Its client focus and regulatory profile reflect an institutionally oriented practice rather than a mass‑affluent or retail wealth business.

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Investments & Alternatives