Magellan Investment Partners North America, Inc.

WESTMONT, IL · CIK 2037979 · 13F filing filed 2026-07-01

SEC-registered investment adviser since 1996 · corporation

Assets managed$162.2m
Staff4 · 3 in investment roles
Main clients (by assets)Mutual funds and ETFs 100%
Websiteus.magellaninvestmentpartners.com
Form ADV · 2026-09-25SEC adviser record

Kindpublic funds (AU), mutual funds, futures
Others nearbySydney, Westmont, IL
FamilyMAGELLAN FINANCIAL GROUP LTD · 2 related pages · largest: Magellan Asset Management Ltd

As an employer

Staff in Australia109
Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

In Australia

Staff (2024-25)109
Women54%
Resigned in the year10.1%
Part-time9%
Financial services licences1
Runs public fundsyes

Entity	Role	Staff	Women	Resigned
BARRENJOEY INVESTMENT MANAGEMENT LIMITED Australian Public Company · Sydney	responsible entity, platformAFSL 304301	109	54%	10.1%

Sources: ASIC licence register, APRA, the Workplace Gender Equality Agency (employers with 100+ staff), ATO and the ABN register (Creative Commons Attribution).

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

For Q2 2026 this manager filed a 13F notice: its holdings were reported by another manager.