Magellan Investment Partners North America, Inc.
- Regulatory AUM
- $119M
- Discretionary
- $119M
- Clients
- 2
- Avg AUM / client
- $59.6M
- Accounts
- 2
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Jan 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 2 | $119M | 100.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Benjamin Decator Jones | Managing Director, Secretary | Jun 2024 (2y) | Less than 5% | |
| Thompson, Charles, Spurgeon | President, Treasurer | Jun 2024 (2y) | Less than 5% | |
| Mark Joseph Deangelis | Chief Compliance Officer | Sep 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Frontier North America Holdings Inc. | Holding Company | Oct 2018 | A | 75% or more |
| Magellan Financial Group Limited | Parent Entity | Oct 2018 | B | ≈ 56.25% – 100% via Frontier North America Holdings Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Magellan Financial Group Limited: 75% – 100% of Frontier North America Holdings Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/27/2026 | 1.1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 27, 2026.
View current Form ADV (SEC/IAPD) ↗