# MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC.

MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC. of WESTMONT, IL is an SEC-registered investment adviser.

## Registration

- CRD: 107420
- Type: SEC-registered investment adviser
- SEC file number: 801-52123
- Location: 999 OAKMONT PLAZA DRIVE, SUITE 600, WESTMONT, IL, 60559
- Phone: 847-509-9860
- Latest filing: 2026-01-27
- Regulatory AUM: $119.3M
- Discretionary AUM: $119.3M
- Clients: 4
- Accounts: 2

## Business model

- Compensation: % of AUM
- Clients served: Charities

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Charles Spurgeon Thompson | PRESIDENT, TREASURER | — |
| Benjamin Decator Jones | MANAGING DIRECTOR, SECRETARY | — |
| Joseph Lynn Farley | CHIEF COMPLIANCE OFFICER | — |
| BRUCH KEITH | CHIEF ADMINISTRATIVE OFFICER | — |
| HOLMBERG THOMAS JAMES | CO-PRESIDENT/SECRETARY/ASSISTANT TREASURER/DIRECTOR/PARTNER; CO-PRESIDENT/SECRETARY/ASSISTANT TREASURER/DIRECTOR/PARTNER (SINCE 08/1994);; CO-PRESIDENT/SECRETARY/ASSISTANT TREASURER/DIRECTOR/PARTNER (SINCE 08/1994); CHIEF COMPLIANCE OFFICER (SINCE 09/2004) | — |
| FORSYTH WILLIAM DONALD | CO-PRESIDENT/TREASURER/ASSISTANT SECRETARY/DIRECTOR/PARTNER; PRESIDENT/TREASURER/ASSISTANT SECRETARY/DIRECTOR/PARTNER | — |
| DILWORTH ELYCE DIANE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, SECRETARY (SINCE 8/2008) | — |
| ZIEHR MARK ALAN | VICE PRESIDENT | — |
| THOMPSON CHARLES SPURGEON | DIRECTOR; DIRECTOR, PRESIDENT, TREASURER, ASSISTANT SECRETARY; PRESIDENT, TREASURER | — |
| CURRIE CHRISTOPHER ALAN | CHIEF OPERATING OFFICER | — |
| DEANGELIS MARK JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| LORTZ DANIEL BRIAN | VICE PRESIDENT | — |
| Jones Benjamin Decator | MANAGING DIRECTOR; MANAGING DIRECTOR, SECRETARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107420/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107420/similar
- Related entities: https://search.stillhousedata.com/firm/107420/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107420

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.