Adviser Profile

As of Date 08/28/2026
Registration SEC, Approved, 08/31/2009
ADV Location SYDNEY, Australia
Contact Info 61 xxxxxxx
Websites
AUM* 2,228,148,061 -13%
of that, discretionary 2,187,176,690 -14%
Number of Employees
of those in investment advisory functions
Private Fund GAV* 0
Avg Account Size 117,270,951 -23%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Individuals (other than high net worth individuals)
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Other investment advisers
- 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

Reported AUM

3B 2B 2B 1B 1B 727M 364M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary