Magellan Investment Partners North America, Inc.
● SEC registered since 1996CRD 107420SEC# 801-52123Westmont, IL
Reg. AUM
$119.3M
Employees
4
Accounts
2
Location
Westmont, IL
Magellan Investment Partners North America, Inc. assets under management
Magellan Investment Partners North America, Inc. is an SEC-registered investment adviser based in Westmont, IL. The firm has been registered since 1996. It reports $119.3 million in regulatory assets under management and employs 4 people.
Magellan Investment Partners North America, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Decator Jones Control | Managing Director, Secretary | Under 5% | 2024 |
| Charles Spurgeon Thompson Control | President, Treasurer | Under 5% | 2024 |
| Joseph Lynn Farley | Chief Compliance Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Magellan Investment Partners North America, Inc. manage?
Magellan Investment Partners North America, Inc. reports $119.3 million in regulatory assets under management on its Form ADV.
How many employees does Magellan Investment Partners North America, Inc. have?
Magellan Investment Partners North America, Inc. reports 4 employees.
Where is Magellan Investment Partners North America, Inc. located?
Magellan Investment Partners North America, Inc. is based in Westmont, IL and has been SEC-registered since 1996.
Does Magellan Investment Partners North America, Inc. disclose fund performance?
Magellan Investment Partners North America, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 999 Oakmont Plaza Drive, Suite 600, Westmont, IL 60559 |
| Phone | 847-509-9860 |
| Fax | 847-509-9845 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2037979 |
| Discloses disciplinary history | No |
Regulatory AUM
$119.3MNo change
Sep '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$119.3Mregulatory AUM
Discretionary $119.3M