| As of Date | 09/23/2026 |
| Registration | SEC, Approved, 03/19/2021 |
| ADV Location | SYDNEY, NSW, Australia |
| Contact Info | 61 xxxxxxx |
| Websites |
| AUM* | 3,470,433,712 -63% |
| of that, discretionary | 3,470,433,712 -63% |
| Number of Employees | 29 -19% |
| of those in investment advisory functions | 23 -4% |
| Private Fund GAV* | 0 |
| Avg Account Size | 347,043,371 -49% |
| SMA’s | Yes |
| Private Funds | 0 |
- Pooled investment vehicles
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
No private funds