MONDRIAN INVESTMENT PARTNERS LIMITED

RIASEC RegisteredEst. 1990

Total AUM

$49.3B

Discretionary

$49.3B

100% of AUM

Avg account

$418M

Accounts

118

Employees

133

Advisory reps

Firm details

Headquarters: LONDON,
CRD number: 107432
Registered since: November 30, 1990
Website: www.mondrian.com
Custodians: THE BANK OF NEW YORK MELLON, J.P. MORGAN SECURITIES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: State / Municipal Government50.42%
Investment Companies18.76%
Pooled Investment Vehicles16.12%
Pension & Profit Sharing Plans10.04%
Other Investment Advisers3.36%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Mondrian Investment Partners Limited is a corporation that provides portfolio management across a mix of institutional and other client types. The firm has been SEC-registered since 1990 and offers advisory services to individuals/small businesses, investment companies, pooled investment vehicles and institutions. Fee arrangements include percentage-of-AUM and performance-based components. Ownership is listed as a combination of a foreign entity and an individual, and the firm is identified as an active ESG investor. Mondrian also appears in roles tied to pooled vehicles—as an adviser, general partner and managing member—indicating it runs sponsored and internally managed funds in addition to discretionary client mandates.