Mondrian Investment Partners (U.S.), Inc.
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 0
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 22
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Smart Local 265 Pension Fund Trustees Of The Smart Local 265 Pension Fund | 2024 | |
| The Memorial Hospital Defined Benefit Pension Plan And Trust Care New England | 2024 | |
| The Southern Company Pension Plan Southern Company Services, Inc. | 2024 | |
| Local 804 I.B.T. And Local 447 I.A.M. Ups Multi Employer Retirement Plan Bd Of Trustees Loc. 804 & Loc. 447 Multi Employer Ret. Plan | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Laura Anne Conlon | Registered representative | Jan 2006 (21y) | ||
| James Francis Brecker | Registered representative | CFA | Jan 2006 (21y) | |
| Justin Alexander Richards | Registered representative | Apr 2006 (20y) | ||
| Edward Allen Rittenhouse | Registered representative | May 2007 (19y) | ||
| Ryan Michael Schrader | Registered representative | CFA | Apr 2021 (5y) | |
| Michael Joseph Daly | Registered representative | May 2021 (5y) | ||
| Daniel Robert Porter | Registered representative | Aug 2021 (5y) | ||
| Jason Thomas Laird | Registered representative | Nov 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Smart Local 265 Pension Fund | Trustees Of The Smart Local 265 Pension Fund | 1,234 | $607M | 07/01/2024 |
| The Memorial Hospital Defined Benefit Pension Plan And Trust | Care New England | 137 | $84.1M | 01/01/2024 |
| The Southern Company Pension Plan | Southern Company Services, Inc. | 26,369 | $15.3B | 01/01/2024 |
| Local 804 I.B.T. And Local 447 I.A.M. Ups Multi Employer Retirement Plan | Bd Of Trustees Loc. 804 & Loc. 447 Multi Employer Ret. Plan | 5,733 | $2.4B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.23 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • CLIENT SERVICE FEES FROM AFFILIATE
Services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗