Mondrian Investment Partners Limited (London)

Name: Mondrian Investment Partners Limited
Address: 10 Gresham Street, 5 Th Floor, London, Ec2 V7 Jd
Telephone: 011-44-207-477-7000

Mondrian Investment Partners Limited is a large advisory firm based in London. It manages $47.79 billion of regulatory assets for 149 client accounts. It has been registered with the SEC as an adviser since 2004.

Mondrian Investment Partners Limited provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and portfolio consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mondrian Investment Partners Limited: assets under management

The assets under management (AUM) of Mondrian Investment Partners Limited is $47.79 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 129% since the beginning of its operation, and $5.27 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $47.79 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $320.73 million each.

Investments

The firm invests in exchange traded securities the most. They account for 93% of the total AUM. The second-largest asset type is sovereign bonds, which make up 4% of the firm’s portfolio. Investments in pooled investment vehicles form 1% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mondrian Investment Partners Limited for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Hamish Owen Parker serves?

The firm provides services to insurance companies, investment companies, charitable organizations, pooled investment vehicles, corporations or other businesses, state or municipal government entities, and sovereign wealth funds and foreign official institutions. The largest group of clients of Hamish Owen Parker is state or municipal government entities with 33 clients and $20.28 billion of assets under management. Among the 13 most similar advisory firms, Mondrian Investment Partners Limited has the highest percentage of state or municipal government entities out of all clients.

The amount of regulatory assets under management is $47.62 billion for 146 clients. 22% of the firm’s clients are foreign persons or businesses.

Mondrian Investment Partners Limited also advises several private funds. Namely, twenty six other private funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $10,000,000.

Careers at Mondrian Investment Partners Limited

The company employs 138 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Hamish Owen Parker has been acting as President since 1 Dec 1990. David George Tilles has served as the Chief Investment Officer since 1 Dec 1990. Edward George Lambert joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Graham Roger Heyworth Kitson	Director	1 Sep 1990	Other	4378363
Mondrian International Holdings Ltd.	Minority shareholder of registrant	1 Sep 1990	Other	99-9999999
Hamish Owen Parker	Director/senior portfolio manager	1 Dec 1990	Other	4378384
Elizabeth Anne Desmond	Regional research director/director/senior portfolio manager	1 Dec 1990	Other	4378326
Clive Ashley Gillmore	Deputy managing director/director/senior portfolio manager	1 Dec 1990	Other	3030334
Nigel Grenville May	Regional research director/director/senior portfolio manager	1 Dec 1990	Other	2207085
Hamish O Parker	Director/senior portfolio manager	1 Dec 1990	Other	4378384
David George Tilles	Managing director/chief investment officer	1 Dec 1990	Other	2916530
John Emberson	Chief operating officer / director	1 Apr 1991	Other	4378338
Christopher Anthony Moth	Director/chief investment officer fixed income/senior portfolio manager	1 Aug 1992	Other	2884009
John Kirk	Director/senior portfolio manager	1 Sep 1998	Other	4378351
Christopher Anthony Moth	Chief investment officer fixed income / director	1 Aug 2001	Other	2884009
John Lloyd Barrett	Chief compliance officer	1 Oct 2001	Other	4519720
Jane Scott Goss	General counsel / company secretary	1 Sep 2004	Other	4375405
Jane Goss	General counsel	1 Sep 2004	Other	4375405
Mip Group Limited	Majority shareholder of registrant	1 Sep 2004	75% - 100%	foreign
John Lloyd Barrett	Chief compliance officer	1 Oct 2004	Other	4519720
Clive Ashley Gillmore	Chief executive officer / chief investment officer global equities / director	1 Nov 2007	Other	3030334
David George Tilles	Executive chairman	1 Nov 2007	Other	2916530
Elizabeth Anne Desmond	Chief investment officer international equities/director/senior portfolio manager	1 Jan 2008	Other	4378326
Nigel Grenville May	Chief investment officer global equities/director/senior portfolio manager	1 Jan 2008	Other	2207085
Elizabeth Anne Desmond	Chief investment officer international equities / director	1 Jul 2009	Other	4378326
John Kirk	Deputy chief executive officer / director	1 Jul 2009	Other	4378351
Nigel Grenville May	Deputy chief executive officer / director	1 Jul 2009	Other	2207085
Mipl Group Limited	Shareholder	1 Jul 2011	75% - 100%	foreign
Warren David Shirvell	Chief operating officer / director	1 Feb 2017	Other	6750959
Jason Charles Menegakis	General counsel/company secretary	1 Jun 2017	Other	5004786
Edward George Lambert	Chief compliance officer	1 Mar 2018	Other	6930789

Indirect Owners

The SEC currently registers 11 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Atlantic Value General Partner Limited	General partner	1 Sep 2004	Other	98-0435318
Mip Holdings Limited	Parent of mip group limited	1 Sep 2004	75% - 100%	foreign
Mondrian Holdings Limited	Parent of mip holdings limited	1 Sep 2004	75% - 100%	foreign
Atlantic Value Investment Fund L.P.	Parent of mondrian holdings limited	1 Sep 2004	75% - 100%	98-0426917
Atlantic Value Investment Fund Gp Limited	General partner of atlantic value investment fund l.p.	1 Sep 2004	75% - 100%	98-0426916
Atlantic Value Investment Partnership L.P.	Majority shareholder of atlantic value investment fund g.p. limited	1 Sep 2004	50% - 75%	98-0435700
Hfcp Iv (Bermuda) L.P.	Minority shareholder of atlantic value investment fund l.p.	1 Sep 2004	25% - 50%	foreign
H&F Investors Iv (Bermuda) L.P.	General partner of hfcp iv (bermuda) l.p.	1 Sep 2004	75% - 100%	foreign
H&F Corporate Investors Iv (Bermuda) Ltd.	General partner of h&f investors iv (bermuda) l.p.	1 Sep 2004	75% - 100%	foreign
Atlantic Value Investment Partnership L.P.	Shareholder	1 Jul 2011	75% - 100%	98-0435700
Mipl Holdings Limited	Shareholder	1 Jul 2011	75% - 100%	foreign

Based in London

The principal office where Mondrian Investment Partners Limited performs its advisory services is located at 10 Gresham Street, 5 Th Floor, London, Ec2 V7 Jd, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 011-44-207-477-7000. The normal business hours are 9:30 am to 5:30 pm (gmt) on Monday - Friday. You can find more information about the New York firm at mondrian.com/ and its LinkedIn profile.