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MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC.

WESTMONT, IL · CRD 107420 · IAPD ↗ · us.magellaninvestmentpartners.com · 847-509-9860

$162.2MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

52
October 2026 — MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC. reported RAUM up 36% ($119.3M -> $162.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
32
February 2026 — MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC. notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
January 2026 — MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC. filed an Item 4A succession naming FRONTEGRA ASSET MANAGEMENT INC (CRD 107420) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
45
January 2026 — FRONTEGRA ASSET MANAGEMENT INC is now doing business as MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
35
December 2025 — FRONTEGRA ASSET MANAGEMENT INC reported RAUM down 73% ($439.7M -> $119.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
October 2024 — FRONTEGRA ASSET MANAGEMENT INC reported RAUM down 39% ($716.8M -> $439.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
October 2024 — FRONTEGRA ASSET MANAGEMENT INC moved its main office from NORTHBROOK, IL to WESTMONT, IL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.