Mondrian Investment Partners Limited is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated April 1, 2026, reports $49.3B in regulatory assets under management, 133 employees, and 118 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 30.1% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
30.1%
41
2
Government
21.3%
29
3
Other Advisers
18.4%
25
4
Pension Plans
11.8%
16
5
Corporations
8.1%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$49.3Bas of April 1, 2026
Discretionary100.0%
$49.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$49.3B
Total Accounts118
10Y AUM Change$-9.7B (-16.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees133
Clients per Employee1:1
10Y Employee Change-12 (-8.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.