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MONDRIAN INVESTMENT PARTNERS LIMITED
CRD 107432File 801-37702
APPROVED
Custody
Filing as of Apr 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$49.31B
Top 10% of cohort (national)
Discretionary AUM
$49.31B
Clients
136
118 accounts
Employees
133
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Nov 30, 1990
- Principal office
- 60 LONDON WALL, FLOOR 10, LONDON, EC2M5TQ
- Phone
- 011-44-207-477-7000
- Website
- HTTP://WWW.MONDRIAN.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $49.31B
- Discretionary AUM
- $49.31B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 118
- Non-discretionary accounts
- 0
- Total accounts
- 118
- AUM per client
- $362.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $325.8M |
| Investment companies | 8 | $9.25B |
| Charitable organizations | 6 | $309.8M |
| Other investment advisers | 25 | $1.66B |
| Pooled investment vehicles | 41 | $7.95B |
| Pension and profit sharing plans | 16 | $4.95B |
| State or municipal government entities | 29 | $24.86B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — PERCENTAGE OF ASSETS UNDER CONSULTATION
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 137 | 133 | decreased by4 |
| Apr 1, 2026 | Clients | 123 | 136 | increased by13 |
| Apr 1, 2026 | AUM | $41,475,064,805 | $49,307,964,822 | increased by$7,832,900,017 |
| Apr 1, 2026 | Accounts | 129 | 118 | decreased by11 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 148 | 137 | decreased by11 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 143 | 123 | decreased by20 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $56,088,222,259 | $41,475,064,805 | decreased by$14,613,157,454 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 148 | 129 | decreased by19 |
| Apr 1, 2022 | Employees | 141 | 148 | increased by7 |
| Apr 1, 2022 | Clients | 137 | 143 | increased by6 |
| Apr 1, 2022 | AUM | $54,894,457,194 | $56,088,222,259 | increased by$1,193,765,065 |
| Apr 1, 2022 | Accounts | 146 | 148 | increased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MONDRIAN INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MONDRIAN INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.