Magellan Investment Partners North America, Inc.
Magellan Investment Partners North America, Inc. is an SEC-registered ria in Westmont, IL with $119.3M assets under management (AUM, regulatory AUM), -73% over one year. See who owns Magellan Investment Partners North America, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 107420, SEC 801-52123, data through 2026-01-27.
- AUM (assets under management / regulatory AUM)
- $119.3M (2026-01-27)
- Firm type
- Ria
- Location
- Westmont, IL
- Employees
- 4
- CRD
- 107420
- Ownership
- BRUCH, KEITH; FORSYTH, WILLIAM, DONALD; DILWORTH, ELYCE, DIANE; FRONTIER NORTH AMERICA HOLDINGS INC.; HOLMBERG, THOMAS, JAMES
How much AUM does Magellan Investment Partners North America, Inc. have?
Magellan Investment Partners North America, Inc. reported $119.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-27).
Who owns Magellan Investment Partners North America, Inc.?
Disclosed owners and executives of Magellan Investment Partners North America, Inc. include BRUCH, KEITH, FORSYTH, WILLIAM, DONALD, DILWORTH, ELYCE, DIANE, FRONTIER NORTH AMERICA HOLDINGS INC., HOLMBERG, THOMAS, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.