{
  "crd_number": 107420,
  "slug": "magellan-investment-partners-north-america-inc-westmont-il-107420",
  "primary_business_name": "MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC.",
  "legal_name": "MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC.",
  "dbas": [],
  "city": "Westmont",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1996-06-07",
  "years_registered": 30,
  "period": "2026-10-01",
  "filing_date": "2026-09-25",
  "carried_forward": false,
  "raum_total": 162177085.0,
  "raum_discretionary": 162177085.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "investment_companies": {
      "raum": 162177085.0,
      "count": 2
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_investment_companies",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "IL",
    "UT"
  ],
  "websites": [
    "https://us.magellaninvestmentpartners.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107420",
  "city_as_filed": "WESTMONT",
  "url": "https://advisorcensus.com/firm/magellan-investment-partners-north-america-inc-westmont-il-107420",
  "display_name": "Magellan Investment Partners North America, Inc.",
  "summary": "Magellan Investment Partners North America, Inc. is an SEC-registered investment advisory firm in Westmont, IL, registered since 1996, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 25, 2026.",
  "citation": "AdvisorCensus. Magellan Investment Partners North America, Inc. (CRD 107420): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Magellan Investment Partners North America, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Magellan Investment Partners North America, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Magellan Investment Partners North America, Inc. located?",
      "a": "Magellan Investment Partners North America, Inc.'s principal office is in Westmont, IL, according to its Form ADV."
    },
    {
      "q": "Is Magellan Investment Partners North America, Inc. registered with the SEC or a state?",
      "a": "Magellan Investment Partners North America, Inc. is an SEC-registered investment advisory firm, registered since 1996. Status as filed: Approved. CRD 107420."
    },
    {
      "q": "How much does Magellan Investment Partners North America, Inc. manage?",
      "a": "Magellan Investment Partners North America, Inc. reports $162,177,085 in regulatory assets under management in its Form ADV filing dated September 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have Magellan Investment Partners North America, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Magellan Investment Partners North America, Inc.: Regulatory assets under management: $2,993,528,371 in the October 2021 data and $162,177,085 in the October 2026 data, down 95%. Total employees: 11 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Magellan Investment Partners North America, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: investment companies (2)."
    },
    {
      "q": "Does Magellan Investment Partners North America, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107420"
    },
    {
      "q": "What changed in Magellan Investment Partners North America, Inc.'s recent Form ADV filings?",
      "a": "In the October 2026 filing data: Regulatory assets under management went from $119,280,634 to $162,177,085 (+36%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 2993528371.0,
      "total_employees": 11,
      "filing_date": "2021-09-15"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1682546828.0,
      "total_employees": 8,
      "filing_date": "2022-09-19"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 716849469.0,
      "total_employees": 7,
      "filing_date": "2023-09-13"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 439667768.0,
      "total_employees": 3,
      "filing_date": "2024-09-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 439667768.0,
      "total_employees": 3,
      "filing_date": "2024-10-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 162177085.0,
      "total_employees": 4,
      "filing_date": "2026-09-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Regulatory assets under management went from $119,280,634 to $162,177,085 (+36%)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Registered or notice-filed in UT."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Reported a succession: took over the business of Frontegra Asset Management Inc (CRD 107420) on November 17, 2025.",
        "Changed its legal name from Frontegra Asset Management Inc to Magellan Investment Partners North America, Inc..",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Regulatory assets under management went from $439,667,768 to $119,280,634 (-73%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/magellan-investment-partners-north-america-inc-westmont-il-107420.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 2,
      "fewer_than_5": false,
      "raum": 162177085.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107420",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}