Mondrian Investment Partners Limited is a large advisory firm based in London. It manages $47.79 billion of regulatory assets for 149 client accounts. It has been registered with the SEC as an adviser since 2004.
Mondrian Investment Partners Limited provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and portfolio consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mondrian Investment Partners Limited is $47.79 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 129% since the beginning of its operation, and $5.27 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Mondrian Investment Partners Limited for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, investment companies, charitable organizations, pooled investment vehicles, corporations or other businesses, state or municipal government entities, and sovereign wealth funds and foreign official institutions. The largest group of clients of Hamish Owen Parker is state or municipal government entities with 33 clients and $20.28 billion of assets under management. Among the 13 most similar advisory firms, Mondrian Investment Partners Limited has the highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $47.62 billion for 146 clients. 22% of the firm’s clients are foreign persons or businesses.
Mondrian Investment Partners Limited also advises several private funds. Namely, twenty six other private funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $10,000,000.
The company employs 138 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Hamish Owen Parker has been acting as President since 1 Dec 1990. David George Tilles has served as the Chief Investment Officer since 1 Dec 1990. Edward George Lambert joined the executive team most recently as the Chief Compliance Officer.
The principal office where Mondrian Investment Partners Limited performs its advisory services is located at 10 Gresham Street, 5 Th Floor, London, Ec2 V7 Jd, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 011-44-207-477-7000. The normal business hours are 9:30 am to 5:30 pm (gmt) on Monday - Friday. You can find more information about the New York firm at mondrian.com/ and its LinkedIn profile.