| As of Date | 09/25/2026 |
| Registration | SEC, Approved, 01/22/2021 |
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| Former registrations | |
| ADV Location | SYDNEY, Australia |
| Contact Info | +61 xxxxxxx |
| Websites |
| AUM* | 14,631,564,478 132% |
| of that, discretionary | 14,631,564,478 132% |
| Number of Employees | 86 121% |
| of those in investment advisory functions | 66 113% |
| Private Fund GAV* | 0 |
| Avg Account Size | 276,067,254 -8% |
| SMA’s | Yes |
| Private Funds | 0 |
- Pooled investment vehicles
- Other
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees