MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC.

MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC. of WESTMONT, IL is an SEC-registered investment adviser (CRD 107420). Regulatory assets under management: $119.3M.

Registration

Business model

Compensation: % of AUM.

Clients served: Charities.

Officers, owners & control persons (13)

NameRoleLocation
Charles Spurgeon ThompsonPRESIDENT, TREASURER
Benjamin Decator JonesMANAGING DIRECTOR, SECRETARY
Joseph Lynn FarleyCHIEF COMPLIANCE OFFICER
BRUCH KEITHCHIEF ADMINISTRATIVE OFFICER
HOLMBERG THOMAS JAMESCO-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 DONALDCO-PRESIDENT/TREASURER/ASSISTANT SECRETARY/DIRECTOR/PARTNER; PRESIDENT/TREASURER/ASSISTANT SECRETARY/DIRECTOR/PARTNER
DILWORTH ELYCE DIANECHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, SECRETARY (SINCE 8/2008)
ZIEHR MARK ALANVICE PRESIDENT
THOMPSON CHARLES SPURGEONDIRECTOR; DIRECTOR, PRESIDENT, TREASURER, ASSISTANT SECRETARY; PRESIDENT, TREASURER
CURRIE CHRISTOPHER ALANCHIEF OPERATING OFFICER
DEANGELIS MARK JOSEPHCHIEF COMPLIANCE OFFICER
LORTZ DANIEL BRIANVICE PRESIDENT
Jones Benjamin DecatorMANAGING DIRECTOR; MANAGING DIRECTOR, SECRETARY

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