DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Magellan Investment Partners North America, Inc.
Latest filing Jan 27, 2026
First filing on the tape Mar 22, 2012 · 26 filings
SEC status approved since Jun 7, 1996
RAUM
$119M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$119M
derived; firm RAUM over IAPD count
Employees
4
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$119M as of Jan 27, 2026
Mar 22, 2012$226M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jan 27, 2026
Mar 25, 20130 then
Employees (5.A)4 as of Jan 27, 2026
Mar 25, 201310 then
Private funds: no history
RAUM -73% over the last fiscal year-59% a year over threeIARs 1 to 0
Practice profile
derived from the filing of Jan 27, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $119MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $59.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 4.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -73%derivedbetween the last two annual amendments
- Advisor growth, one year
- -100%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for investment companies, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$119M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 2reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=3.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Benjamin Decator Jones | Heber City, Ut | Feb 17, 2026 | 17 y | 5 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Decator Benjamin Jones · Managing Director, Secretarycontrolsince 06/2024 · owns less than 5%
- Spurgeon Charles Thompson · President, Treasurercontrolsince 06/2024 · owns less than 5%
- Joseph Mark Deangelis · Chief Compliance Officersince 09/2024 · owns less than 5%
Entity owners
- Frontier North America Holdings Inc. · Holding Companydirect · owns 75% or more
- Magellan Financial Group Limited · Parent Entityindirect · owns 75% or more of Frontier North America Holdings Inc.
Related persons
Schedule D 7.A
- Frontegra Strategies, LLCbroker-dealern
- Frontier Partners, Inc.investment advisern
- Magellan Investment Partnersinvestment advisernRAUM $22B
Advisers that list Magellan Investment Partners North America, Inc. as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM down 50 %Change between filings · filing Jan 27, 2026RAUM (Item 5.F) moved from $439,667,768 to $119,280,634 (-73.0%) between the annual amendments of 2024-09-27 and 2026-01-27; the peer median change was +4.0% (1148 comparable advisers, 2.0th percentile of changes)peers: asset managers, $100M to $500M (1,148) · 1.6% percentile
What changed
consecutive filings, newest first
- Succession · true to falseDec 5, 2025 to Jan 27, 2026
- Business name · FRONTEGRA ASSET MANAGEMENT INC to MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC.Sep 26, 2025 to Dec 5, 2025
- Employees · 3 to 4Sep 26, 2025 to Dec 5, 2025
- Legal name · FRONTEGRA ASSET MANAGEMENT INC to MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC.Sep 26, 2025 to Dec 5, 2025
- Succession · false to trueSep 26, 2025 to Dec 5, 2025
- Advisory activities · 3 to 2Oct 7, 2024 to Sep 26, 2025
- Insurance-licensed employees · 1 to 0Oct 7, 2024 to Sep 26, 2025
- Financial planning clients · unset to Oct 7, 2024 to Sep 26, 2025
- State-registered IARs · 1 to 0Oct 7, 2024 to Sep 26, 2025
- Discretionary RAUM · $440M to $119MOct 7, 2024 to Sep 26, 2025
- RAUM · $440M to $119MOct 7, 2024 to Sep 26, 2025
- Accounts · 6 to 2Jun 25, 2024 to Sep 27, 2024
- BD registered reps · 4 to 3Jun 25, 2024 to Sep 27, 2024
- Pooled vehicle clients · 1.0 to unsetJun 25, 2024 to Sep 27, 2024
- Employees · 4 to 3Jun 25, 2024 to Sep 27, 2024
- Insurance-licensed employees · 0 to 1Jun 25, 2024 to Sep 27, 2024
- HQ city · NORTHBROOK to WESTMONTJun 25, 2024 to Sep 27, 2024
- State-registered IARs · 0 to 1Jun 25, 2024 to Sep 27, 2024
- Discretionary RAUM · $717M to $440MJun 25, 2024 to Sep 27, 2024
- Pooled vehicle RAUM · 61045136.0 to unsetJun 25, 2024 to Sep 27, 2024
- RAUM · $717M to $440MJun 25, 2024 to Sep 27, 2024
- BD registered reps · 5 to 4Mar 4, 2024 to Jun 25, 2024
- Employees · 7 to 4Mar 4, 2024 to Jun 25, 2024
- Accounts · 7 to 6Sep 19, 2022 to Sep 13, 2023
- Advisory employees · 4 to 3Sep 19, 2022 to Sep 13, 2023
- BD registered reps · 6 to 5Sep 19, 2022 to Sep 13, 2023
- Employees · 8 to 7Sep 19, 2022 to Sep 13, 2023
- Discretionary RAUM · $1.7B to $717MSep 19, 2022 to Sep 13, 2023
- Pooled vehicle RAUM · $60.9M to $61.0MSep 19, 2022 to Sep 13, 2023
- RAUM · $1.7B to $717MSep 19, 2022 to Sep 13, 2023
- Accounts · 6 to 7Oct 29, 2021 to Sep 19, 2022
- Advisory employees · 5 to 4Oct 29, 2021 to Sep 19, 2022
- BD registered reps · 7 to 6Oct 29, 2021 to Sep 19, 2022
- Employees · 11 to 8Oct 29, 2021 to Sep 19, 2022
- Discretionary RAUM · $3.0B to $1.7BOct 29, 2021 to Sep 19, 2022
- Pooled vehicle RAUM · $89.9M to $60.9MOct 29, 2021 to Sep 19, 2022
- RAUM · $3.0B to $1.7BOct 29, 2021 to Sep 19, 2022
- Discretionary RAUM · $2.8B to $3.0BMar 15, 2021 to Sep 15, 2021
- Pooled vehicle RAUM · $76.1M to $89.9MMar 15, 2021 to Sep 15, 2021
- RAUM · $2.8B to $3.0BMar 15, 2021 to Sep 15, 2021
Signals
17 dated events
- Magellan Investment Partners North America, Inc. reported succeeding to the business of Frontegra Asset Management Inc (Form ADV Item 4)Dec 5, 2025 · Succession (Item 4) · fact
- Magellan Investment Partners North America, Inc. reported RAUM $119.3M, down 73% from $439.7M (2024-10-07 to 2025-09-26)Sep 26, 2025 · RAUM change · derived
- Magellan Investment Partners North America, Inc. reported RAUM $439.7M, down 39% from $716.8M (2024-06-25 to 2024-09-27)Sep 27, 2024 · RAUM change · derived
- Diane Elyce Dilworth (Chief Compliance Officer, Secretary (Since 8/2008)) no longer on Schedule A of Magellan Investment Partners North America, Inc. (listed 2024-06-25, absent 2024-09-27)Sep 27, 2024 · Control person left · inference
- Brian Daniel Lortz (Vice President) no longer on Schedule A of Magellan Investment Partners North America, Inc. (listed 2024-06-25, absent 2024-09-27)Sep 27, 2024 · Control person left · inference
- Decator Benjamin Jones (Managing Director) appeared on Schedule A of Magellan Investment Partners North America, Inc.Jun 25, 2024 · Control person joined · fact
- Donald William Forsyth (President/Treasurer/Assistant Secretary/Director/Partner) no longer on Schedule A of Magellan Investment Partners North America, Inc. (listed 2024-03-04, absent 2024-06-25)Jun 25, 2024 · Control person left · inference
- Alan Christopher Currie (Chief Operating Officer) no longer on Schedule A of Magellan Investment Partners North America, Inc. (listed 2024-03-04, absent 2024-06-25)Jun 25, 2024 · Control person left · inference
- Spurgeon Charles Thompson (Director) appeared on Schedule A of Magellan Investment Partners North America, Inc.Mar 4, 2024 · Control person joined · fact
- Alan Mark Ziehr (Vice President) no longer on Schedule A of Magellan Investment Partners North America, Inc. (listed 2023-09-13, absent 2024-01-30)Jan 30, 2024 · Control person left · inference
- Brian Daniel Lortz (Vice President) appeared on Schedule A of Magellan Investment Partners North America, Inc.Jan 30, 2024 · Control person joined · fact
- Magellan Investment Partners North America, Inc. reported RAUM $716.8M, down 57% from $1.7B (2022-09-19 to 2023-09-13)Sep 13, 2023 · RAUM change · derived
- Magellan Investment Partners North America, Inc. reported RAUM $1.7B, down 44% from $3.0B (2021-10-29 to 2022-09-19)Sep 19, 2022 · RAUM change · derived
- Alan Mark Ziehr (Vice President) appeared on Schedule A of Magellan Investment Partners North America, Inc.Sep 19, 2022 · Control person joined · fact
- Alan Christopher Currie (Chief Operating Officer) appeared on Schedule A of Magellan Investment Partners North America, Inc.Sep 22, 2020 · Control person joined · fact
- Magellan Investment Partners North America, Inc. reported RAUM $2.4B, up 38% from $1.8B (2019-03-27 to 2020-03-23)Mar 23, 2020 · RAUM change · derived
- Magellan Investment Partners North America, Inc. reported RAUM $2.1B, up 31% from $1.6B (2017-03-27 to 2018-03-22)Mar 22, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- us.magellaninvestmentpartners.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 847-509-9860reportedpublic record, Form ADV, Jan 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $119Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026