Clients
Mondrian Investment Partners Limited serves 136 clients, 41 of them pooled investment vehicles. The average client has about $363 million with the firm.
- Investment companies8 clients19%
- Pooled investment vehicles41 clients16%
- Pension and profit-sharing plans16 clients10%
- State or municipal government entities29 clients50%
- Other investment advisers25 clients3%
- OtherCharitable organizations, Corporations and other businesses1%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 8 | $9,251,642,321 | 18.8% | $1.16B |
| Pooled investment vehicles | 41 | $7,946,724,291 | 16.1% | $193.8M |
| Pension and profit-sharing plans | 16 | $4,951,975,016 | 10.0% | $309.5M |
| Charitable organizations | 6 | $309,771,554 | 0.6% | $51.6M |
| State or municipal government entities | 29 | $24,863,293,250 | 50.4% | $857.4M |
| Other investment advisers | 25 | $1,658,731,394 | 3.4% | $66.3M |
| Corporations and other businesses | 11 | $325,826,996 | 0.7% | $29.6M |
| Total | 136 | $49,307,964,822 | 100% | $362.6M |
- Clients
- 8
- Regulatory AUM
- $9,251,642,321
- Share
- 18.8%
- Avg. per client
- $1.16B
- Clients
- 41
- Regulatory AUM
- $7,946,724,291
- Share
- 16.1%
- Avg. per client
- $193.8M
- Clients
- 16
- Regulatory AUM
- $4,951,975,016
- Share
- 10.0%
- Avg. per client
- $309.5M
- Clients
- 6
- Regulatory AUM
- $309,771,554
- Share
- 0.6%
- Avg. per client
- $51.6M
- Clients
- 29
- Regulatory AUM
- $24,863,293,250
- Share
- 50.4%
- Avg. per client
- $857.4M
- Clients
- 25
- Regulatory AUM
- $1,658,731,394
- Share
- 3.4%
- Avg. per client
- $66.3M
- Clients
- 11
- Regulatory AUM
- $325,826,996
- Share
- 0.7%
- Avg. per client
- $29.6M
Total
- Clients
- 136
- Regulatory AUM
- $49,307,964,822
- Share
- 100%
- Avg. per client
- $362.6M
What it does
Mondrian Investment Partners Limited provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and other activities. It is paid through a percentage of assets, performance-based fees and other arrangements.
Mondrian Investment Partners Limited provided financial planning to 0 clients last fiscal year and advises 27 private funds.
100.0% of assets ($49.31B across 118 accounts) are managed with discretion. $1.59B sits in a wrap fee program the firm both sponsors and manages. 17% of clients are outside the U.S., and 18 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks94%
- Bonds4%
- U.S. government and agency bonds2%
- Sovereign bonds2%
- Cash1%
Filed values cover 99%. The neutral 1% gap has no reported category.
Custodians
Mondrian Investment Partners Limited’s client accounts are held mainly at The Bank of New York Mellon, with 17% of managed assets, and J.P. Morgan, with 12%. Mondrian Investment Partners Limited has custody of client assets.
- Northern TrustNorthern Trust Company · Chicago, IL · $5.50B11%
- The Bank of New York MellonThe Bank of New York Mellon · New York, NY · $8.58B17%
- State Street Bank and TrustState Street Bank and Trust Company · Boston, MA · $4.77B10%
- J.P. MorganJpmorgan Chase Bank, National Association · Columbus, OH · $5.91B12%
- All other custodians$24.55B50%
Ownership and leadership
Miph Limited owns 75% or more of Mondrian Investment Partners Limited, and Clive Gillmore is its CEO.
- Owns 75% or more of Mondrian Investment Partners Limited
Miph Limited
Control person · since November 2020
- Owns 75% or more of Miph Limited
Atlantic Value Investment Partnership L.P.
Control person · since July 2011
Avgp Limited
General partner · Control person · since November 2019
Leadership
- Clive GillmoreChief Executive Officer / Group Chief Investment Officer / Director
- Warren ShirvellChief Operating Officer / Director
- Edward LambertChief Compliance Officer
- Elizabeth DesmondChairman
- Ormala KrishnanChief Investment Officer, Small Cap Equities / Director
- Jason MenegakisGeneral Counsel/Company Secretary
- Andrew MillerChief Investment Officer, Emerging MKTS/Director
Staff
- 133 employees
- 43 in advisory functions
- 2 soliciting firms
Fees
Mondrian Investment Partners Limited is paid through a percentage of assets under management, performance-based fees and other.
Mondrian Investment Partners Limited’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Mondrian Investment Partners Limited has 0 offices, with 1 listed address with no US state reported.
Other business names
Mondrian Investment Partners Limited has reported 1 other business name to the SEC.
- Rothko Investment Strategies
Registration details
- Legal name
- Mondrian Investment Partners Limited
- Headquarters
- 60 London Wall, Floor 10, London, United Kingdom EC2M5TQ
- Phone
- 011442074777000
- Website
- www.mondrian.com
- SEC file
- 801-37702
- Structure
- corporation organized in United Kingdom
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Mondrian Investment Partners Limited have?
Mondrian Investment Partners Limited has 136 clients and manages $49.3 billion for them, as of April 2026. They include 41 pooled investment vehicles, 29 state or municipal government entities and 25 other investment advisers.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 April 2026
What services does Mondrian Investment Partners Limited offer?
Mondrian Investment Partners Limited provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Mondrian Investment Partners Limited use?
Mondrian Investment Partners Limited’s separately managed account assets are held at The Bank of New York Mellon (New York, NY), with $8,576,264,597, Jpmorgan Chase Bank, National Association (Columbus, OH), with $5,912,364,276, Northern Trust Company (Chicago, IL), with $5,502,846,084 and State Street Bank and Trust Company (Boston, MA), with $4,768,240,448. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 April 2026
How many financial advisors does Mondrian Investment Partners Limited have?
Mondrian Investment Partners Limited has 0 investment adviser representatives registered with state securities authorities, out of 133 employees, and 43 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Mondrian Investment Partners Limited invest in?
At the end of its last fiscal year, Mondrian Investment Partners Limited’s separately managed accounts held 94% exchange-traded equities, 2% U.S. government and agency bonds, 2% sovereign bonds and 1% cash and equivalents. It advises 27 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Mondrian Investment Partners Limited?
Mondrian Investment Partners Limited’s direct owner is Miph Limited (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 1 April 2026
How does Mondrian Investment Partners Limited get paid?
Mondrian Investment Partners Limited is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file