Mondrian Investment Partners Limited
- Regulatory AUM
- $49.3B
- Discretionary
- $49.3B
- Clients
- 136
- Avg AUM / client
- $363M
- Accounts
- 118
- Employees
- 133
AUM over time
Annual snapshots from Form ADV filings · as of Apr 01, 2026
Asset allocation (SMA assets by investment type)
as of Apr 01, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 8 | $9.3B | 18.8% |
| Pooled investment vehicles (non-investment companies) | 41 | $7.9B | 16.1% |
| Pension and profit sharing plans | 16 | $5.0B | 10.0% |
| Charitable organizations | 6 | $310M | 0.63% |
| State or municipal government entities | 29 | $24.9B | 50.4% |
| Other investment advisers | 25 | $1.7B | 3.36% |
| Corporations and other businesses | 11 | $326M | 0.66% |
Private funds (27)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $6.6B combined gross assets
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Wells Fargo & Company Cash Balance Plan Wells Fargo & Company | 2024 | |
| The Bank Of America Pension Plan Bank Of America Corporation | 2024 | |
| Jpmorgan Chase Retirement Plan Jpmorgan Chase Bank, National Association | 2024 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gillmore, Clive, Ashley | Chief Executive Officer / Group Chief Investment Officer / Director | Nov 2007 (19y) | Less than 5% | |
| Desmond, Elizabeth, Anne | Chief Investment Officer International Equities / Director / Deputy Chief Executive Officer | Jul 2009 (17y) | Less than 5% | |
| Shirvell, Warren, David | Chief Operating Officer / Director | Feb 2017 (10y) | Less than 5% | |
| Menegakis, Jason, Charles | General Counsel/Company Secretary | Jun 2017 (9y) | Less than 5% | |
| Lambert, Edward, George | Chief Compliance Officer | Mar 2018 (8y) | Less than 5% | |
| Krishnan, Ormala | Chief Investment Officer, Small Cap Equities / Director | Mar 2022 (4y) | Less than 5% | |
| Miller, Andew | Chief Investment Officer, Emerging Mkts/Director | Mar 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mondrian Investment Partners Holdings Limited | Shareholder | Nov 2020 | A | 75% or more |
| Atlantic Value Investment Partnership L.P. | Shareholder | Jul 2011 | B | ≈ 56.25% – 100% via Mondrian Investment Partners Holdings Limited |
| Avgp Limited | General Partner | Nov 2019 | B | GP / trustee / elected manager of Atlantic Value Investment Partnership L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Atlantic Value Investment Partnership L.P.: 75% – 100% of Mondrian Investment Partners Holdings Limited × 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.
Private funds (27, $6.6B gross assets)
Top 25 of 27 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Wells Fargo & Company Cash Balance Plan | Wells Fargo & Company | 40,642 | $8.3B | 01/01/2024 |
| The Bank Of America Pension Plan | Bank Of America Corporation | 51,062 | $19.0B | 01/01/2024 |
| Jpmorgan Chase Retirement Plan | Jpmorgan Chase Bank, National Association | 78,270 | $16.1B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 5.71 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
- • Performance-based fees
- • Other fees
- • PERCENTAGE OF ASSETS UNDER CONSULTATION
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- BNY Mellon $8.6B (17% of AUM) Apr 2026
- J.P. Morgan $5.9B (12% of AUM) Apr 2026
- Northern Trust $5.5B (11% of AUM) Apr 2026
- State Street $4.8B (10% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗