|
⚲
|
| Keyboard |
| Magellan Investment Partners North America Inc
✚
|
|
|---|---|
| CRD # | 107420 |
| SEC # | 801-52123 |
| CIK # | 0002037979 |
| AUM | 119.3 M (2026-01-27) |
| Employees | 4 (75% Investors, 75% Brokers) |
| Fees | |
| Minimum | |
| Phone | 847-509-9860 |
| Address | 999 Oakmont Plaza Drive Westmont, IL 60559 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 0.1 |
| By Discretionary | ||
| Discretionary | 2 | 0.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 0.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.1 | |
| Total | 2 | 0.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0002037979] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional |
| LEI | 254900I8KJMTPKWC7P94 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Sunstone Advisors LLC
✚
|
CA | 122.8 M |
|
Alphabond LLC
✚
|
FL | 122.6 M |
|
Newport Asia LLC
✚
|
CA | 120.1 M |
|
Glasgow Partners LLC
✚
|
120.0 M | |
|
Brickell Key Asset Management LLC
✚
|
SC | 119.9 M |
|
DCA Family Office LLC
✚
|
CA | 119.9 M |
|
Valeo Ventures Management LLC
✚
|
119.3 M | |
|
Kompass Kapital Advisors LLC
✚
|
KS | 116.6 M |
|
Motilal Oswal Capital Limited
✚
|
116.1 M | |
|
Serone Capital Management LLC
✚
|
NY | 116.1 M |