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MAGELLAN INVESTMENT PARTNERS

SYDNEY, NSW, Australia · CRD 159256 · IAPD ↗ · magellaninvestmentpartners.com · +61-2-9235-4888

$20.80BRegulatory AUM
26Advisory reps
91Employees
0Clients
0Planning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

25
October 2026 — MAGELLAN INVESTMENT PARTNERS shrank from 33 to 26 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
30
December 2025 — MFG ASSET MANAGEMENT is now doing business as MAGELLAN INVESTMENT PARTNERS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

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