{
  "crd_number": 159256,
  "slug": "magellan-investment-partners-sydney-nsw-159256",
  "primary_business_name": "MAGELLAN INVESTMENT PARTNERS",
  "legal_name": "MAGELLAN ASSET MANAGEMENT LIMITED",
  "dbas": [],
  "city": "Sydney, Nsw",
  "state": null,
  "country": "Australia",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2011-11-14",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-09-24",
  "carried_forward": false,
  "raum_total": 20798607921.0,
  "raum_discretionary": 20798607921.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 91,
  "advisory_employees": 26,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 1366846583.0,
      "count": null,
      "description": "NON-US INSTITUTIONAL CLIENTS",
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 4218177319.0,
      "count": 9
    },
    "investment_companies": {
      "raum": 137775223.0,
      "count": 2
    },
    "pension_profit_sharing": {
      "raum": 4843106550.0,
      "count": 5
    },
    "pooled_investment_vehicles": {
      "raum": 8903573879.0,
      "count": 20
    },
    "corporations_other_businesses": {
      "raum": 1329128367.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://linkedin.com/company/magellaninvestmentpartners",
    "https://magellaninvestmentpartners.com",
    "https://youtube.com/@Magellaninvestmentpartners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/159256",
  "city_as_filed": "SYDNEY, NSW",
  "url": "https://advisorcensus.com/firm/magellan-investment-partners-sydney-nsw-159256",
  "display_name": "Magellan Investment Partners",
  "summary": "Magellan Investment Partners is an SEC-registered investment advisory firm in Sydney, Nsw, Australia, registered since 2011, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 24, 2026.",
  "citation": "AdvisorCensus. Magellan Investment Partners (CRD 159256): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Magellan Investment Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Magellan Investment Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Magellan Investment Partners located?",
      "a": "Magellan Investment Partners' principal office is in Sydney, Nsw, Australia, according to its Form ADV; the September 2025 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Magellan Investment Partners registered with the SEC or a state?",
      "a": "Magellan Investment Partners is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 159256."
    },
    {
      "q": "How much does Magellan Investment Partners manage?",
      "a": "Magellan Investment Partners reports $20,798,607,921 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (100% discretionary)."
    },
    {
      "q": "How have Magellan Investment Partners' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Magellan Investment Partners: Regulatory assets under management: $86,157,839,400 in the October 2021 data and $20,798,607,921 in the October 2026 data, down 76%. Total employees: 125 in October 2021 and 91 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 serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (20); state or municipal government entities (including government pension plans) (9); pension and profit sharing plans (but not the plan participants or government pension plans) (5)."
    },
    {
      "q": "Which custodians does Magellan Investment Partners use?",
      "a": "Magellan Investment Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists J.p.morgan Chase Bank, N.A - UK Branch, The Bank of New York Mellon and The Northern Trust Company - UK Branch as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Magellan Investment Partners 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/159256"
    },
    {
      "q": "What changed in Magellan Investment Partners' recent Form ADV filings?",
      "a": "In the October 2026 filing data: Employees performing advisory functions went from 33 to 26."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 86157839400.0,
      "total_employees": 125,
      "filing_date": "2021-09-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 39471953347.0,
      "total_employees": 121,
      "filing_date": "2022-09-26"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 25231140924.0,
      "total_employees": 97,
      "filing_date": "2023-09-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 25646222987.0,
      "total_employees": 101,
      "filing_date": "2024-09-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 25646222987.0,
      "total_employees": 101,
      "filing_date": "2025-04-03"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 20798607921.0,
      "total_employees": 91,
      "filing_date": "2026-09-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Employees performing advisory functions went from 33 to 26."
      ]
    },
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 30 to 33.",
        "Regulatory assets under management went from $25,646,222,987 to $21,747,181,672 (-15%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "J.p.morgan Chase Bank, N.A - UK Branch",
      "name_as_filed": "J.P.MORGAN CHASE BANK, N.A - UK BRANCH",
      "affiliated": false
    },
    {
      "name": "The Bank of New York Mellon",
      "name_as_filed": "THE BANK OF NEW YORK MELLON",
      "affiliated": false
    },
    {
      "name": "The Northern Trust Company - UK Branch",
      "name_as_filed": "THE NORTHERN TRUST COMPANY - UK BRANCH",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/magellan-investment-partners-sydney-nsw-159256.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 2,
      "fewer_than_5": false,
      "raum": 137775223.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 20,
      "fewer_than_5": false,
      "raum": 8903573879.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 4843106550.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 4218177319.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 1329128367.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": true,
      "raum": 1366846583.0
    }
  ],
  "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/159256",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}