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 operating as an institutional registered investment adviser since 1990. The firm serves mainly institutional clients and provides portfolio management across a range of vehicle types, including accounts for individuals/small businesses, investment companies, pooled investment vehicles, and institutional/business mandates. Its fee arrangements include percentage-of-AUM billing alongside performance-based and other fee structures. Mondrian identifies as an active ESG investor and is involved in sponsor and general partner roles for pooled vehicles in addition to acting as an adviser.