← Directory
MAGELLAN INVESTMENT PARTNERS
Legal name: MAGELLAN ASSET MANAGEMENT LIMITED
CRD 159256File 801-72872
APPROVED
Filing as of Sep 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$20.80B
Top 10% of cohort (national)
Discretionary AUM
$20.80B
Clients
36
40 accounts
Employees
91
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Nov 14, 2011
- Principal office
- QUAY QUARTER TOWER, LEVEL 19 50 BRIDGE STREET, SYDNEY, NSW, 2000
- Phone
- +61-2-9235-4888
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $20.80B
- Discretionary AUM
- $20.80B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 40
- Non-discretionary accounts
- 0
- Total accounts
- 40
- AUM per client
- $577.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.33B |
| Investment companies | 2 | $137.8M |
| Pooled investment vehicles | 20 | $8.90B |
| Pension and profit sharing plans | 5 | $4.84B |
| State or municipal government entities | 9 | $4.22B |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 45 | 40 | decreased by5 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 101 | 100 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 52 | 45 | decreased by7 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $25,646,222,987 | $21,747,181,672 | decreased by$3,899,041,315 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 58 | 50 | decreased by8 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 121 | 101 | decreased by20 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 65 | 52 | decreased by13 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $39,471,953,347 | $25,646,222,987 | decreased by$13,825,730,360 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 66 | 58 | decreased by8 |
| Oct 1, 2022 | Employees | 125 | 121 | decreased by4 |
| Oct 1, 2022 | Clients | 83 | 65 | decreased by18 |
| Oct 1, 2022 | AUM | $86,157,839,400 | $39,471,953,347 | decreased by$46,685,886,053 |
| Oct 1, 2022 | Accounts | 86 | 66 | decreased by20 |
| Oct 1, 2021 | Employees | 118 | 125 | increased by7 |
| Oct 1, 2021 | Clients | 80 | 83 | increased by3 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MAGELLAN INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MAGELLAN 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.