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.
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SEC-registered adviser
M••••••• I••••••••• P•••••••
Legal name M••••••• A•••• M••••••••• L••••••
Latest filing Jul 31, 2026
First filing on the tape Nov 8, 2011 · 61 filings
SEC status approved since Nov 14, 2011
RAUM
$22B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
100
33 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
61 filings and snapshots on the tape
RAUM$22B as of Jul 31, 2026
Sep 24, 2012$4.4B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 31, 2026
Aug 26, 20130 then
Employees (5.A)100 as of Jul 31, 2026
Aug 26, 201362 then
Private funds2 as of Sep 28, 2021
Sep 28, 20171 then
RAUM -15% over the last fiscal year-18% a year over threeIARs 0 to 0offices 1 to 0
Practice profile
derived from the filing of Jul 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM 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
- $435MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 38%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -15%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Ownership
- controlled by a public reporting companyderived
- 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- controlled by a public reporting company (10.A)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$11B53%
- Pension and profit-sharing plans$4.4B21%
- State and municipal entities$3.9B19%
- Corporations and businesses$1.4B6.8%
- Investment companies$135M0.6%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 50reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.51 institutional_share=0.38 related_bd=true related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
- J••• E••••• D•••• to M•• I•••••••• S•••••••• L••Jun 6, 2018 · Other
Joined, latest
- J••• E••••• D•••• from F•••• W•••••• C•••••• M••••••••• C••••••Sep 8, 2014 · Other
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M••••••• G••••• F•••no longer reported | Hedge Fund | $13B | 89,371 | Sep 28, 2017 |
| M•• H••• C••••••••• M••••• F••• L•no longer reported | Hedge Fund | $90.7M | 2 | Mar 25, 2019 |
Owners and control persons
Schedule A and B, latest filing
- F••••••• A•••••• J•••• · Executive Chairmancontrolsince 10/2023 · owns less than 5%
- J••••• B•••••••• D•••••• · Chief Compliance Officercontrolsince 11/2024 · owns less than 5%
- M•••••• K••••••• E•••••••• · Chief Operating Officer & Chief Financial Officercontrolsince 12/2021 · owns less than 5%
- R••••••• S•••••• S•••• · Managing Directorcontrolsince 05/2024 · owns less than 5%
- D••••••• P•••• R••• · Non-Executive Directorsince 10/2023 · owns less than 5%
- D••••• D••••• G••••••• · Non Executive Directorsince 12/2022 · owns less than 5%
- E••••• J••• · Non Executive Directorsince 07/2017 · owns less than 5%
- F•••••• R••••• · Non Executive Directorsince 04/2014 · owns less than 5%
- K•••••• C••••••••• L••••• · Non Executive Directorsince 11/2023 · owns less than 5%
- M•••••••• H•••••• R•• · Non Executive Directorsince 03/2016 · owns less than 5%
Entity owners
- M••••••• F•••••••• G•••• L•••••• · Parent Entitydirect · owns 75% or more
Related persons
Schedule D 7.A
- M••••••• I••••••••• P••••••• North America, Inc.investment advisernRAUM $119M
- F•••••••• S••••••••• L••broker-dealern
- F••••••• P•••••••• I•••investment advisern
Advisers that list M••••••• I••••••••• P••••••• as a related person
Offices
Schedule D 1.F, the 25 largest
- Northbrook, IL
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- discretionary share shiftChange between filings · filing Jan 5, 2026discretionary share of RAUM moved from 83.0% to 100.0% between the annual amendments of 2025-04-03 and 2026-01-05peers: other advisers, $20B and over (120)
What changed
consecutive filings, newest first
- Accounts · 58 to 50Aug 6, 2025 to Nov 4, 2025
- Advisory employees · 30 to 33Aug 6, 2025 to Nov 4, 2025
- Business name · M•• A•••• M••••••••• to M••••••• I••••••••• P•••••••Aug 6, 2025 to Nov 4, 2025
- Pension plan clients · 7.0 to unsetAug 6, 2025 to Nov 4, 2025
- Pooled vehicle clients · 27 to 29Aug 6, 2025 to Nov 4, 2025
- Employees · 101 to 100Aug 6, 2025 to Nov 4, 2025
- Financial planning clients · 0 to 0Aug 6, 2025 to Nov 4, 2025
- Other offices · 1 to 0Aug 6, 2025 to Nov 4, 2025
- Discretionary RAUM · $21B to $22BAug 6, 2025 to Nov 4, 2025
- Non-discretionary RAUM · $4.3B to $0Aug 6, 2025 to Nov 4, 2025
- Pension RAUM · $4.2B to $4.4BAug 6, 2025 to Nov 4, 2025
- Pooled vehicle RAUM · $11B to $11BAug 6, 2025 to Nov 4, 2025
- RAUM · $26B to $22BAug 6, 2025 to Nov 4, 2025
- Related bank · false to trueAug 6, 2025 to Nov 4, 2025
- HQ state · unset to Nov 28, 2024 to Mar 5, 2025
- Advisory employees · 34 to 30May 29, 2024 to Sep 26, 2024
- Pooled vehicle clients · 28 to 27May 29, 2024 to Sep 26, 2024
- Employees · 97 to 101May 29, 2024 to Sep 26, 2024
- Discretionary RAUM · $22B to $21BMay 29, 2024 to Sep 26, 2024
- Non-discretionary RAUM · $3.4B to $4.3BMay 29, 2024 to Sep 26, 2024
- Pension RAUM · $3.5B to $4.2BMay 29, 2024 to Sep 26, 2024
- Pooled vehicle RAUM · $12B to $11BMay 29, 2024 to Sep 26, 2024
- RAUM · $25B to $26BMay 29, 2024 to Sep 26, 2024
- Accounts · 66 to 58Aug 7, 2023 to Sep 21, 2023
- Advisory employees · 44 to 34Aug 7, 2023 to Sep 21, 2023
- Pension plan clients · 14 to 7Aug 7, 2023 to Sep 21, 2023
- Pooled vehicle clients · 25 to 28Aug 7, 2023 to Sep 21, 2023
- Employees · 121 to 97Aug 7, 2023 to Sep 21, 2023
- Discretionary RAUM · $35B to $22BAug 7, 2023 to Sep 21, 2023
- Non-discretionary RAUM · $4.6B to $3.4BAug 7, 2023 to Sep 21, 2023
- Pension RAUM · $8.5B to $3.5BAug 7, 2023 to Sep 21, 2023
- Pooled vehicle RAUM · $16B to $12BAug 7, 2023 to Sep 21, 2023
- RAUM · $39B to $25BAug 7, 2023 to Sep 21, 2023
- Accounts · 86 to 66Jul 25, 2022 to Sep 26, 2022
- Advisory employees · 46 to 44Jul 25, 2022 to Sep 26, 2022
- Pension plan clients · 18 to 14Jul 25, 2022 to Sep 26, 2022
- Pooled vehicle clients · 27 to 25Jul 25, 2022 to Sep 26, 2022
- Employees · 125 to 121Jul 25, 2022 to Sep 26, 2022
- Private funds · 2 to unsetJul 25, 2022 to Sep 26, 2022
- Discretionary RAUM · $80B to $35BJul 25, 2022 to Sep 26, 2022
Signals
11 dated events
- D•••••• B••••••• J•••• (Chief Compliance Officer) appeared on Schedule A of M••••••• I••••••••• P•••••••Nov 28, 2024 · Control person joined · fact
- Paulina Marcia Venegas (Chief Compliance Officer) no longer on Schedule A of M••••••• I••••••••• P••••••• (listed 2024-09-26, absent 2024-11-28)Nov 28, 2024 · Control person left · inference
- Sally Sophia Rahmani (Managing Director) appeared on Schedule A of M••••••• I••••••••• P•••••••May 29, 2024 · Control person joined · fact
- E••••• D•••• G••••• (Chief Executive Officer/Managing Director) no longer on Schedule A of M••••••• I••••••••• P••••••• (listed 2023-10-10, absent 2023-10-24)Oct 24, 2023 · Control person left · inference
- M••••••• I••••••••• P••••••• reported RAUM $25.2B, down 36% from $39.5B (2023-08-07 to 2023-09-21)Sep 21, 2023 · RAUM change · derived
- A••••• B•••• C•••• W••••• (Head Of Magellan Capital & Advisory) no longer on Schedule A of M••••••• I••••••••• P••••••• (listed 2022-09-26, absent 2022-10-31)Oct 31, 2022 · Control person left · inference
- M••••••• I••••••••• P••••••• reported RAUM $39.5B, down 54% from $86.2B (2022-07-25 to 2022-09-26)Sep 26, 2022 · RAUM change · derived
- E••••• D•••• G••••• (Chief Executive Officer/Managing Director) appeared on Schedule A of M••••••• I••••••••• P•••••••Jul 25, 2022 · Control person joined · fact
- Macquarie H••••• Douglass (Director) no longer on Schedule A of M••••••• I••••••••• P••••••• (listed 2022-02-09, absent 2022-03-21)Mar 21, 2022 · Control person left · inference
- Peter Brett Cairns (Chief Executive Officer) no longer on Schedule A of M••••••• I••••••••• P••••••• (listed 2021-10-06, absent 2021-12-07)Dec 7, 2021 · Control person left · inference
- M••••••• I••••••••• P••••••• reported RAUM $54.0B, up 34% from $40.2B (2018-05-03 to 2018-09-27)Sep 27, 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
- Firm profile
- linkedin.com/company/magellaninvestmentpartnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- m•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- +61-2-9235-4888reportedpublic record, Form ADV, Jul 31, 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
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026