# Magellan Investment Partners North America, Inc.

> 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.

- CRD: 107420
- Filed as: MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Westmont, IL
- Filing period: October 2026
- Form ADV filing dated: September 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107420
- AdvisorCensus page: https://advisorcensus.com/firm/magellan-investment-partners-north-america-inc-westmont-il-107420

## Quick answers

**How is Magellan Investment Partners North America, Inc. compensated?**
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.

**Where is Magellan Investment Partners North America, Inc. located?**
Magellan Investment Partners North America, Inc.'s principal office is in Westmont, IL, according to its Form ADV.

**Is Magellan Investment Partners North America, Inc. registered with the SEC or a state?**
Magellan Investment Partners North America, Inc. is an SEC-registered investment advisory firm, registered since 1996. Status as filed: Approved. CRD 107420.

**How much does Magellan Investment Partners North America, Inc. manage?**
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).

**How have Magellan Investment Partners North America, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Magellan Investment Partners North America, Inc. serve?**
By number of clients on Form ADV Item 5.D: investment companies (2).

**Does Magellan Investment Partners North America, Inc. report any disciplinary disclosures?**
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

**What changed in Magellan Investment Partners North America, Inc.'s recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $119,280,634 to $162,177,085 (+36%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $162,177,085
- Discretionary: $162,177,085
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 2 | $162,177,085 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1996 (30 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [us.magellaninvestmentpartners.com](https://us.magellaninvestmentpartners.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,993,528,371 | 11 | September 15, 2021 |
| October 2022 | $1,682,546,828 | 8 | September 19, 2022 |
| October 2023 | $716,849,469 | 7 | September 13, 2023 |
| October 2024 | $439,667,768 | 3 | September 27, 2024 |
| October 2025 | $439,667,768 | 3 | October 7, 2024 |
| October 2026 | $162,177,085 | 4 | September 25, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $119,280,634 to $162,177,085 (+36%).

### February 2026
- Registered or notice-filed in UT.

### January 2026
- 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).

### December 2025
- Regulatory assets under management went from $439,667,768 to $119,280,634 (-73%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Magellan Investment Partners North America, Inc. (CRD 107420): Form ADV filing data as of October 2026.