Adviser Profile
| As of Date | 09/25/2025 |
| Registration | SEC, Approved, 03/07/2007 |
| ADV Location | SYDNEY, NSW, Australia |
| Contact Info | 61 xxxxxxx |
| Websites |
| AUM* | 9,388,819,998 11% |
| of that, discretionary | 9,388,819,998 -2% |
| Number of Employees | 28 4% |
| of those in investment advisory functions | 15 -6% |
| Private Fund GAV* | 0 |
| Avg Account Size | 323,752,414 15% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company
- Outside the United States
- An investment adviser (or subadviser) to an investment company
Client Types
- Pooled investment vehicles
- Pension and profit sharing plans
- State or municipal government entities
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
12B
11B
9B
7B
5B
4B
2B
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
Private Funds
No private funds