MONDRIAN INVESTMENT PARTNERS (U.S.), INC.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
22
Advisory reps
12

Firm details

Headquarters
RADNOR, Pennsylvania
CRD number
132427
Fee structure
Other

Firm profile

FINTRX

Overview

Mondrian Investment Partners (U.S), Inc. is organized as a U.S. corporation that operates in advisory and sponsor roles and serves as a general partner and managing member of pooled investment vehicles. Public filings indicate ownership ties to both a domestic entity and an individual. The firm flags itself as an active ESG investor, and its fee structure is classified as “other.” It does not report multi-state adviser status and is not identified as a pension consultant or a related adviser to another registered entity. The year of SEC registration is not reported.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • WARREN SHIRVELL

    Director & COOCRD 6750959

  • Edward Lambert

    Chief Compliance OfficerCRD 6930789

Contacts

3 of 10
  • JAMES BRECKER

    Managing PartnerCRD 4222768

  • EDWARD RITTENHOUSE

    Business Development OfficerCRD 2256748

  • LAURA CONLON

    Business Development Officer, PartnerCRD 2961745

Unlock 7 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

RADNOR, PA

DELAWARE

Location

RADNOR, PA

Headquartered in RADNOR, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
DELAWARE
Address
201 King of Prussia Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth