# Magellan Investment Partners

> 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.

- CRD: 159256
- Filed as: MAGELLAN INVESTMENT PARTNERS
- Legal name: Magellan Asset Management Limited
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sydney, Nsw, Australia
- Filing period: October 2026
- Form ADV filing dated: September 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/159256
- AdvisorCensus page: https://advisorcensus.com/firm/magellan-investment-partners-sydney-nsw-159256

## Quick answers

**How is Magellan Investment Partners compensated?**
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.

**Where is Magellan Investment Partners located?**
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).

**Is Magellan Investment Partners registered with the SEC or a state?**
Magellan Investment Partners is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 159256.

**How much does Magellan Investment Partners manage?**
Magellan Investment Partners reports $20,798,607,921 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (100% discretionary).

**How have Magellan Investment Partners' assets and staff changed since 2021?**
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.

**What types of clients does Magellan Investment Partners serve?**
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).

**Which custodians does Magellan Investment Partners use?**
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.

**Does Magellan Investment Partners 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/159256

**What changed in Magellan Investment Partners' recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 33 to 26.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- J.p.morgan Chase Bank, N.A - UK Branch
- The Bank of New York Mellon
- The Northern Trust Company - UK Branch

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.

### Regulatory assets under management (Item 5.F)
- Total: $20,798,607,921
- Discretionary: $20,798,607,921
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 2 | $137,775,223 |
| Pooled investment vehicles (other than investment companies and business development companies) | 20 | $8,903,573,879 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $4,843,106,550 |
| State or municipal government entities (including government pension plans) | 9 | $4,218,177,319 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,329,128,367 |
| Other | Fewer than 5 | $1,366,846,583 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2011 (14 years)
- Employees: 91 total, 26 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2025 filing
- Northbrook, IL

### Websites listed on Form ADV (Item 1.I)
- magellaninvestmentpartners.com
- LinkedIn @magellaninvestmentpartners
- YouTube @Magellaninvestmentpartners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $86,157,839,400 | 125 | September 28, 2021 |
| October 2022 | $39,471,953,347 | 121 | September 26, 2022 |
| October 2023 | $25,231,140,924 | 97 | September 21, 2023 |
| October 2024 | $25,646,222,987 | 101 | September 26, 2024 |
| October 2025 | $25,646,222,987 | 101 | April 3, 2025 |
| October 2026 | $20,798,607,921 | 91 | September 24, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 33 to 26.

### August 2026
- Updated its list of owners and control persons (Schedule A).

### December 2025
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Magellan Investment Partners (CRD 159256): Form ADV filing data as of October 2026.