Adviser Profile
| As of Date | 07/03/2025 |
| Registration status | Terminated |
| ADV Location | MELBOURNE VIC, Australia |
| Contact Info | 61 xxxxxxx |
| Websites |
| AUM* | 92,427,000,000 10% |
| of that, discretionary | 91,052,000,000 9% |
| Number of Employees | 110 -19% |
| of those in investment advisory functions | 55 -2% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 972,915,789 9% |
| SMA’s | Yes |
| Private Funds | 0 2 |
Adviser Type
- Large advisory firm
- Outside the United States
- Outside the United States
Client Types
- Pooled investment vehicles
- Pension and profit sharing plans
Advisory Activities
- Portfolio management for pooled investment vehicles
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
138B
119B
99B
79B
59B
40B
20B
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
Private Funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$2,366,119,275 | % Position6.00% | $ Change12.00% | # Change-2.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$2,172,007,632 | % Position5.00% | $ Change17.00% | # Change2.00% |
| Stck Ticker922042858 | Stock NameVANGUARD INTL EQUITY INDEX F | $ Position$1,389,317,997 | % Position3.00% | $ Change15.00% | # Change4.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$1,351,613,724 | % Position3.00% | $ Change3.00% | # Change2.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$1,177,553,806 | % Position3.00% | $ Change18.00% | # Change3.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$1,061,812,741 | % Position3.00% | $ Change27.00% | # Change2.00% |
| Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$840,679,482 | % Position2.00% | $ Change21.00% | # Change-2.00% |
| Stck Ticker595112103 | Stock NameMICRON TECHNOLOGY INC | $ Position$666,218,096 | % Position2.00% | $ Change251.00% | # Change3.00% |
| Stck Ticker88160R101 | Stock NameTESLA INC | $ Position$605,577,777 | % Position2.00% | $ Change16.00% | # Change2.00% |
| Stck Ticker30303M102 | Stock NameMETA PLATFORMS INC | $ Position$633,175,700 | % Position2.00% | $ Change2.00% | # Change3.00% |