Mondrian Investment Partners (U.S), Inc.

RIASEC 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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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

  • Laura Conlon

    Laura Conlon

    Business Development Officer, PartnerCRD 2961745

Unlock 6 more contacts

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

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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