Adviser Profile

As of Date 03/28/2026
Registration SEC, Approved, 10/04/2010
ADV Location MELBOURNE, Australia
Contact Info 61. xxxxxxx
Websites
AUM* 0
of that, discretionary 0
Number of Employees 135 -8%
of those in investment advisory functions 37 -12%
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Outside the United States

Client Types

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

24M 20M 17M 14M 10M 7M 3M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary