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Adviser Profile
| As of Date | 09/24/2026 |
| Registration | SEC, Approved, 12/11/2024 |
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| Former registrations | |
| ADV Location | SYDNEY NSW, Australia |
| Contact Info | +61 xxxxxxx |
| Websites |
| AUM* | 739,723,068 -1% |
| of that, discretionary | 739,723,068 -1% |
| Number of Employees | 5 |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 73,972,307 -41% |
| SMA’s | No |
| Private Funds | 1 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
884M
758M
631M
505M
379M
253M
126M
2024
2025
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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