Mondrian Investment Partners (U.S), Inc.

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
22
Advisory reps
11

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 corporation and operates as an independent registered investment adviser at the state level in Pennsylvania. Ownership is listed as a mix of a domestic entity and an individual. The firm reports a non-standard fee arrangement under the label "Other." It identifies as an active ESG investor and is not structured as a multi-state or newly formed adviser. The snapshot data indicates Mondrian is not a capital allocator, which, taken together with its other reported activities, suggests the firm focuses on advisory and sponsor roles rather than running a large, centralized allocation desk.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Warren Shirvell

    Director & COOCRD 6750959

  • Edward Lambert

    Edward Lambert

    Chief Compliance OfficerCRD 6930789

Contacts

3 of 9
  • James Brecker

    James Brecker

    Managing PartnerCRD 4222768

  • Edward Rittenhouse

    Edward Rittenhouse

    Business Development OfficerCRD 2256748

  • Justin Richards

    Justin Richards

    VP, Client ServiceCRD 2386873

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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