MONDRIAN INVESTMENT PARTNERS (U.S.), INC.
Firm details
- Headquarters
- RADNOR, Pennsylvania
- CRD number
- 132427
- Website
- www.mondrian.com
- Fee structure
- Other
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2WARREN SHIRVELL
Director & COOCRD 6750959
Edward Lambert
Chief Compliance OfficerCRD 6930789
Contacts
3 of 10JAMES BRECKER
Managing PartnerCRD 4222768
EDWARD RITTENHOUSE
Business Development OfficerCRD 2256748
LAURA CONLON
Business Development Officer, PartnerCRD 2961745
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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