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Risk and Compliance Director/ Chief Compliance Officer · Magellan Investment Partners

Lisa J. Dyson

CRD 8322571 · Named on Form ADV at one SEC-registered adviser

At a glance

Magellan Investment Partners, an SEC-registered asset manager based in Sydney, NSW, Australia with $20.8 billion in regulatory assets, lists Lisa J. Dyson on its Form ADV as Risk and Compliance Director/ Chief Compliance Officer, a control person.

Firms and roles

  • Magellan Investment PartnersRisk and Compliance Director/ Chief Compliance OfficerAsset manager · Sydney, NSW, Australia · $21B in regulatory assets

AtlasMembers

Lisa’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

2 more people named with Lisa on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lisa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.