| As of Date | 08/12/2026 |
| Registration | SEC, Approved, 07/11/2025 |
| ADV Location | MELBOURNE, Australia |
| Contact Info | 040 xxxxxxx |
| Websites |
| AUM* | 225,000,000 50% |
| of that, discretionary | 225,000,000 50% |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 112,500,000 50% |
| SMA’s | No |
| 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
No private funds