Mondrian Investment Partners Limited

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CAFR Data
Mondrian Investment Partners Limited
CRD #107432
SEC #801-37702
CIK #1317724
AUM $47.8 BB (100% Disc, 89% US)
Employees138 (33% Investors, 0% Brokers)
Phone011442074777000
Address10 Gresham Street, 5th Floor
London, EC2V7JD
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
756045301502000200620132020
Sector Holding Cap ($MM) Value ($MM)
ERJ3,690.0259.4
TSM200,390.0185.4
ITUB93,420.0184.5
CAE5,620.0107.8
RBA3,670.0100.0
BAP19,330.0100.0
JNJ369,000.092.0
MSFT865,660.083.7
WFC226,380.069.2
CSCO228,550.068.3
View All
Holdings by Sector ($)
10.08.06.04.02.00.02014201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other Mondrian China Concentrated Equity Fund LP [2018-12-14] 1.5 1.5
Other Mondrian Global Equity ESG Fund LP [2018-12-14] 2.0 2.0
Other Mondrian Global All Countries World Equity Fund LP [2018-03-02] 3.0 3.0
Other Mondrian Blended Currency Emerging Markets Debt Fund LP [2017-03-02] 0.1 0.1
Other Mondrian Hard Currency Emerging Markets Debt Fund LP [2017-03-02] 5.0 4.9
Other Rothko Broad International Small Cap Equity Fund LP [2017-03-02] 5.0 4.7
Other Mondrian International Equity ESG Fund LP [2016-07-19] 122.1 93.0
Other Mondrian Emerging Markets Wealth Equity Fund LP [2016-02-16] 15.1 13.8
Other Mondrian US Small Cap Fund LP [2016-02-16] 1.5 0.4
Other Mondrian Global Aggregate Fixed Income Fund LP [2015-02-25] 3.9 4.1
View All
Fund Directors # Filings # Firms 2011 - 2020
Paul Ross 19 1
Heather Hill 19 1
Jason Menegakis 19 1
Clive Gillmore 19 1
Patricia Karolyi 19 1
William Langan 19 1
Clive Gilmore 6 1
Suzanne Wolko 6 1
Monica Dodi 1 1
Edward Young 1 1
Comparable Firms State AUM ($BB)
Schroder Investment Management North America Inc
NY 53.4
HSBC Asset Management Europe Ltd
52.6
KB Asset Management Co Ltd
50.7
Friends Ivory & SIME PLC
48.5
Wells Fargo Advisors Financial Network LLC
MO 47.5
Dresdner RCM Global Investors US Holdings LLC
CA 46.3
Capital Bank and Trust Company
CA 46.1
Capital Guardian Trust Company
CA 45.8
Creative Planning Inc
KS 45.8
Standish Ayer & Wood Inc
MA 41.1
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