Asset manager · London, United Kingdom
Mondrian Investment Partners Limited
SEC-registered investment adviser · CRD 107432 · SEC 801-37702
At a glance
Mondrian Investment Partners Limited is an SEC-registered investment adviser based in London, United Kingdom, with $49.3 billion in regulatory assets under management as of its Form ADV filed April 1, 2026. Its largest client group by assets is state or municipal government entities. By Form ADV it is a asset manager, ranked 209th of 3,218 asset managers and 437th of 17,210 SEC-registered advisers by assets.
Main office +011442074777000mondrian.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $49B
- Rank among asset managers
- #209 of 3,218
- Rank among all SEC RIAs
- #437 of 17,210
- Clients
- 136
- Accounts
- 118
- Discretionary
- 100% of AUM
- Employees
- 133
- Advisory staff
- 43
- Offices
- 1
Owners and executives on its Form ADV
- Clive A. GillmoreChief Executive Officer / Group Chief Investment Officer / Director
- Elizabeth A. DesmondChairman
- Warren D. ShirvellChief Operating Officer / Director
- Jason C. MenegakisGeneral Counsel/company Secretary
- Edward G. LambertChief Compliance Officer
- Andrew MillerChief Investment Officer, Emerging Mkts/director
- Ormala KrishnanChief Investment Officer, Small Cap Equities / Director
Custody and brokerage
Broker-dealer
Broker-dealer named in its brochure
Its Form ADV brochure (filed March 2026) names Foreside Fund Services as the broker-dealer its advisers are registered with.
A number of MIP(U.S.)’s personnel are registered representatives of Foreside Fund Services, LLC (“Foreside”), a third-party broker-dealer registered with the SEC and a member of the Financial Industry Regulatory Association, Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| State or municipal government entities | 29 | $25B | 50% |
| Investment companies | 8 | $9.3B | 19% |
| Pooled investment vehicles | 41 | $7.9B | 16% |
| Pension and profit sharing plans | 16 | $5.0B | 10% |
| Other investment advisers | 25 | $1.7B | 3% |
| Corporations or other businesses | 11 | $326M | <1% |
| Charitable organizations | 6 | $310M | <1% |
Private funds
Mondrian Investment Partners Limited reports 27 private funds with $5.2B in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Mondrian Investment Partners Limited reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗mondrian.com ↗
AtlasMembers
The full record on Mondrian Investment Partners Limited
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 302 peers of its type and size
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- Owners and executives, with titles and stakes
- 7 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Mondrian Investment Partners Limited manage?
Mondrian Investment Partners Limited reports $49.3 billion in regulatory assets under management across 118 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 1, 2026.
What kind of firm is Mondrian Investment Partners Limited?
Mondrian Investment Partners Limited is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Mondrian Investment Partners Limited’s clients?
By assets, its largest client types are state or municipal government entities ($24.9 billion, 29 clients); investment companies ($9.3 billion, 8 clients); pooled investment vehicles ($7.9 billion, 41 clients).
Does Mondrian Investment Partners Limited manage private funds?
Yes. It reports 27 private funds with $5.2 billion in gross assets, including other private funds.
Does Mondrian Investment Partners Limited have any disciplinary history?
Mondrian Investment Partners Limited reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Mondrian Investment Partners Limited’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-01), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →