FIRST SENTIER INVESTORS other names

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Adviser Profile

As of Date:

08/29/2024

Adviser Type:

- Large advisory firm
- Outside the United States

Number of Employees:

69 13.11%

of those in investment advisory functions:

41 10.81%

Registration:

SEC, Approved, 8/16/2016

AUM:

8,700,879,456 0.72%

of that, discretionary:

8,700,879,456 0.72%

Private Fund GAV:

7,924,020,356 11.20%

Avg Account Size:

290,029,315 4.07%

SMA’s:

YES

Private Funds:

2

Contact Info

+61 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
9B 8B 7B 5B 4B 3B 1B
2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Liontrust Asset Management looking to acquire Swiss manager GAM
04/18/2023

Assured Guaranty to take 30% stake in hedge fund Sound Point · First Sentier Investors to take 75% stake in credit boutique AlbaCore.

pionline.com

Apple: Arizona, Georgia are first states to allow driver's licenses in Apple Wallet
09/01/2021

Seeking Alpha

Alderwood Capital appoints two independent chairs
07/27/2021

Alderwood Capital appoints two independent chairs Submitted 27/07/2021 - 1:06pm Alderwood Capital (Alderwood), a London-based fund manager, has appointed two Independent Chairs. Olive Darragh will chair the Partnership Committee of Alderwood Partners, the investment management side of the business, while Neil Cochrane will serve as Chairman of the Board of the ...

Hedge Week

Wholesale funds recover losses
04/09/2021

Wholesale funds finished 2020 with funds under management (FUM) down just 0.1%, recovering almost all the losses experienced as a result of COVID-19, new research from Plan For Life shows.

financialstandard.com.au

Borrello Votes Against State Budget Bills
04/07/2021

Sen. Jessica Ramos, a Democrat representing Queens, said New York is the first state to pass such a fund, which could reach an estimated half a million, largely undocumented workers. “This nation’s economy has long been built on the backs of our ...

observertoday.com

Farmington tops 2021 'Heart Walk' donations
04/07/2021

It helps to fund research and train people to perform ... of which $2,991 was raised by First State Community Bank (FSCB) of Farmington. The North County School District brought in $6,428, with ...

dailyjournalonline.com


Private Funds Structure

Fund Type Count GAV
Hedge Fund 1 $7,304,537,271
Private Equity Fund 1 $619,483,085

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM # funds
NAUTIC PARTNERS, LLC - - 7.8b - - - - 7.8b 7.8b 19
CARLYLE AVIATION PDP MANAGEMENT LLC - - 13.1b - - - - 13.1b 9.8b 22
REDBIRD CAPITAL PARTNERS MANAGEMENT LLC - - 7.4b - - - - 7.4b 8.3b 40
GRIDIRON CAPITAL, LLC - - 9.5b - - - - 9.5b 9.5b 28
MARLIN EQUITY PARTNERS - - 8.3b - - - - 8.3b 8.6b 28
ANTIN INFRASTRUCTURE PARTNERS US SERVICES LLC - - 5.3b - - - - 5.3b 9.4b 18
CV ADVISORS LLC - - 184.2m - - - - 184.2m 9.7b 14
GREAT MOUNTAIN PARTNERS - - 10.6b - - - - 10.6b 10.6b 9
OLYMPUS ADVISORS, LLC - - 8.3b - - - - 8.3b 8.3b 9
RHONE GROUP L.L.C. - - 7.5b - - - - 7.5b 7.6b 10

Private Funds



Employees




Brochure Summary

Overview

First Sentier Investors (Australia) RE Ltd (“FSI ARE”) (ABN 13 006 464 428) is part of First Sentier Investors, a global asset management business. FSI ARE is a wholly owned subsidiary of First Sentier Investors Holdings Pty Limited (“FSI Holdings”), which is a wholly owned subsidiary of Mitsubishi UFJ Trust and Banking Corporation (“MUTB”). MUTB is a wholly owned subsidiary of Mitsubishi UFJ Financial Group, Inc. (“MUFG”). As such, FSI ARE is ultimately 100% owned by MUFG. First Sentier Investors had US$162.1bn funds under management as at 31 December 2023 and 255 investment focussed employees located in offices in Sydney, New York, London, Edinburgh, Dublin, Paris, Singapore, Frankfurt, Tokyo and Hong Kong. In Australia, FSI ARE is the holder of an Australian Financial Services Licence (AFSL 240550) issued by the Australian Securities and Investments Commission. FSI ARE provides investment management services to institutional clients through a separate account based on customized investment objectives or guidelines, time horizons, risk tolerances and limitations of such clients. FSI ARE will tailor the fees charged to clients and the type of reporting they receive. FSI ARE is the investment
adviser to investment vehicles with U.S. and non-U.S. institutional investors which are offered in the US (“Private Funds”). FSI ARE does not anticipate registering such investment vehicles under the U.S. Investment Company Act of 1940 and their shares or interests, as applicable, will not be registered under the U.S. Securities Act of 1933. Accordingly, no Private Funds will be publicly offered in the United States. For completeness, please note that the ADV Part 1 application and the below asset under management figures refer to the capabilities of FSI ARE as a whole (i.e. not only Private Funds), and the supporting facts and figures reflect this. FSI ARE does participate in wrap fee programs in Australia that are not available for investment by US persons. As of 31 December 2023, FSI ARE assets under management were as follows: Discretionary: US$ 8,700,879,456 Non-Discretionary: Nil Total: US$ 8,700,879,456 This includes assets where we have sub-delegated discretion to an affiliate and assets where an affiliated manager has delegated authority to FSI ARE. Therefore, certain of the assets will also be included in the AuM reported by our affiliated managers.