{"url":"https://nivawealth.com/firms/mondrian-investment-partners-limited-107432","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/107432","regulatoryAum":49307964822,"crd":"107432","secFileNumber":"801-37702","legalName":"Mondrian Investment Partners Limited","displayName":"Mondrian Investment Partners Limited","website":"http://www.mondrian.com/","linkedinUrl":"https://www.linkedin.com/company/mondrian-investment-partners-limited/","founded":null,"organization":"corporation organized in United Kingdom","fiscalYearEnd":"December","headquarters":{"street":"60 London Wall, Floor 10","city":"London","state":"","stateName":"","country":"United Kingdom","postalCode":"EC2M5TQ"},"tradeNames":["Rothko Investment Strategies"],"registration":{"secApproved":"30 November 1990","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":133,"advisory":43,"brokerDealerReps":0,"insuranceAgents":0,"promoters":2},"aum":{"discretionary":49307964822,"discretionaryAccounts":118,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":1590407656,"nonUsClientsPct":17,"nonAumClients":18},"clientTypes":[{"label":"Investment companies","clients":8,"regulatoryAum":9251642321},{"label":"Pooled investment vehicles","clients":41,"regulatoryAum":7946724291},{"label":"Pension and profit-sharing plans","clients":16,"regulatoryAum":4951975016},{"label":"Charitable organizations","clients":6,"regulatoryAum":309771554},{"label":"State or municipal government entities","clients":29,"regulatoryAum":24863293250},{"label":"Other investment advisers","clients":25,"regulatoryAum":1658731394},{"label":"Corporations and other businesses","clients":11,"regulatoryAum":325826996}],"fees":[],"feeNotes":[],"custodians":[{"name":"Northern Trust Company","shortName":"Northern Trust","location":"Chicago, IL","smaAssets":5502846084},{"name":"The Bank of New York Mellon","shortName":"The Bank of New York Mellon","location":"New York, NY","smaAssets":8576264597},{"name":"State Street Bank and Trust Company","shortName":"State Street Bank and Trust","location":"Boston, MA","smaAssets":4768240448},{"name":"Jpmorgan Chase Bank, National Association","shortName":"J.P. Morgan","location":"Columbus, OH","smaAssets":5912364276}],"custodyNote":"Mondrian Investment Partners Limited has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Clive Gillmore","title":"Chief Executive Officer / Group Chief Investment Officer / Director","crd":"3030334"},{"name":"Warren Shirvell","title":"Chief Operating Officer / Director","crd":"6750959"},{"name":"Edward Lambert","title":"Chief Compliance Officer","crd":"6930789"},{"name":"Elizabeth Desmond","title":"Chairman","crd":"4378326"},{"name":"Ormala Krishnan","title":"Chief Investment Officer, Small Cap Equities / Director","crd":"7709012"},{"name":"Jason Menegakis","title":"General Counsel/Company Secretary","crd":"5004786"},{"name":"Andrew Miller","title":"Chief Investment Officer, Emerging MKTS/Director","crd":"7709000"}],"ownership":[{"label":"Miph Limited","detail":"Shareholder in the 75% or more ownership band and a control person, since November 2020."},{"label":"Atlantic Value Investment Partnership L.P.","detail":"Indirect owner: a shareholder of Miph Limited in the 75% or more band and a control person, since July 2011.","parent":"Miph Limited"},{"label":"Avgp Limited","detail":"Indirect owner: general partner of Atlantic Value Investment Partnership L.P. and a control person, since November 2019.","parent":"Atlantic Value Investment Partnership L.P."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"011442074777000","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees","Other"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for investment companies","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Other"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":94},{"label":"U.S. government/agency bonds","percent":2},{"label":"Sovereign bonds","percent":2},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":27},"sources":{"adv1FilingDate":"1 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/107432/PDF/107432.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Mondrian Investment Partners Limited have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Mondrian Investment Partners Limited offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Mondrian Investment Partners Limited use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Mondrian Investment Partners Limited have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Mondrian Investment Partners Limited invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Mondrian Investment Partners Limited?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Mondrian Investment Partners Limited get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}