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MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC.
CRD 107420 · SEC 801-52123
999 OAKMONT PLAZA DRIVE, SUITE 600, WESTMONT, IL, 60559, United States
Phone
847-509-9860
Fax
847-509-9845
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$119.3M
Discretionary AUM
$119.3M
Team
4 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-01-27
Disciplinary history
No
Services
Portfolio management (investment companies)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 2 | $119.3M |
States served
IL, UT
All web addresses on file
Official SEC filing: View on IAPD