Magellan Investment Partners

RIASEC Registered

Total AUM

$20.8B

Discretionary

$20.8B

100% of AUM

Avg account

$520M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Sydney, New South Wales,
CRD number: 159256
Registered since: November 14, 2011
Website: www.magellangroup.com.au
Custodians: J.P.MORGAN CHASE BANK, N.A - UK BRANCH, THE NORTHERN TRUST COMPANY - UK BRANCH, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles42.81%
Pension & Profit Sharing Plans23.29%
State / Municipal Government20.28%
Other6.57%
Corporations / Businesses6.39%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Magellan Investment Partners is organized as a corporation and operates as an institutional registered investment adviser serving primarily institutional clients. The firm has been SEC‑registered since 2011 and describes itself as an institutional RIA that charges both asset‑based fees and performance fees. Its advisory work centers on portfolio management for investment companies, pooled vehicles and for businesses or other institutions. The firm identifies itself as an active ESG investor. Ownership is listed as a mix of a foreign entity and an individual. Magellan also reports industry affiliations that include a broker‑dealer relationship, a CPO/CTA role, and other investment adviser activities.