Mondrian Investment Partners (U.S), Inc.
Firm details
- Headquarters
- Radnor, Pennsylvania
- CRD number
- 132427
- Website
- www.mondrian.com
- Fee structure
- Other
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Warren Shirvell
Director & COOCRD 6750959

Edward Lambert
Chief Compliance OfficerCRD 6930789
Contacts
3 of 9
James Brecker
Managing PartnerCRD 4222768

Edward Rittenhouse
Business Development OfficerCRD 2256748

Justin Richards
VP, Client ServiceCRD 2386873
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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