Magellan Investment Partners North America, Inc.

RIASEC Registered
Total AUM
$162M
Discretionary
$162M
100% of AUM
Avg account
$81.1M
Accounts
2
Employees
4
Advisory reps
3

Firm details

Headquarters
Westmont, Illinois
CRD number
107420
Registered since
June 7, 1996
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment CompaniesSelection of Other Advisers

Firm profile

FINTRX

Overview

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

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

Contacts

3 of 3
  • Benjamin Jones

    Benjamin Jones

    Senior Managing DirectorCRD 4206990

  • Charles Thompson

    Charles Thompson

    Managing DirectorCRD 2547107

  • Joseph Farley

    Joseph Farley

    AssociateCRD 2730137

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth