MAGELLAN INVESTMENT PARTNERS

Legal name: MAGELLAN ASSET MANAGEMENT LIMITED

CRD 159256File 801-72872

APPROVED

Filing as of Jul 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$21.75B

Top 10% of cohort (national)

Discretionary AUM

$21.75B

Clients

50 accounts

Employees

100

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: HQ
Registration date: Nov 14, 2011
Principal office: LEVEL 36, 25 MARTIN PLACE, SYDNEY, NSW, 2000
Phone: +61-2-9235-4888
Website: https://www.linkedin.com/company/magellaninvestmentpartners

Assets & accounts

ADV Item 5F

Total regulatory AUM: $21.75B
Discretionary AUM: $21.75B
Non-discretionary AUM: $0
Discretionary accounts: 50
Non-discretionary accounts: 0
Total accounts: 50
AUM per client: $543.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.42B
Investment companies	2	$134.8M
Pooled investment vehicles	29	$10.92B
Pension and profit sharing plans	Fewer than 5	$4.44B
State or municipal government entities	9	$3.86B

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	45	40
Aug 12, 2026	Registration	—	APPROVED

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.