Magellan Investment Partners North America, Inc.
Firm details
- Headquarters
- Westmont, Illinois
- CRD number
- 107420
- Registered since
- June 7, 1996
- Website
- frontierpartners.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment CompaniesSelection of Other Advisers
Firm profile
FINTRXOverview
Magellan Investment Partners North America, Inc. is a corporate institutional RIA that registers with the SEC (registration recorded in 1996). The firm positions itself as a capital allocator serving institutional clients on a percentage-of-AUM fee basis. Its advisory scope includes portfolio management for investment companies and the selection of other advisers, and it also conducts business as a CPO or CTA. The firm reports being an active ESG investor and operates as a domestic entity owned by an individual interest.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Westmont, IL
Du Page
Location
Westmont, IL
Headquartered in Westmont, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Du Page
- Address
- 999 Oakmont Plaza Dr
- Time zone
- CT (UTC-6)
- Office locations
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