Adviser Profile

As of Date 02/25/2026
Registration SEC, ERA - Active, 02/25/2026
ADV Location SYDNEY, NSW, Australia
Contact Info 61 xxxxxxx
Exempt Reporting Adviser

2B(2)- PF<150mn Qualify for the exemption from registration because you act solely as an adviser to private funds and have assets under management, as defined in rule 203(m)-1, in the United States of less than $150 million

Private Fund GAV* 66,998,547
SMA’s No
Private Funds 3

Private Funds

Employees

Private Funds Structure

Count GAV
{{ TypeColumnLabel }} {{ item.FundType }} Count{{ formatCount(item.FundsCount) }} GAV{{ formatGAV(item.AUM) }}

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck TickerN00985106 Stock NameAERCAP HOLDINGS NV $ Position$189,721,882 % Position11.00% $ Change3.00% # Change-3.00%
Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$170,000,772 % Position10.00% $ Change10.00% # Change-4.00%
Stck TickerG25508105 Stock NameCRH PLC $ Position$120,953,121 % Position7.00% $ Change-1.00% # Change-3.00%
Stck Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$125,358,386 % Position7.00% $ Change84.00% # Change60.00%
Stck Ticker09857L108 Stock NameBOOKING HOLDINGS INC $ Position$101,910,502 % Position6.00% $ Change2.00% # Change2317.00%
Stck Ticker57636Q104 Stock NameMASTERCARD INCORPORATED $ Position$106,905,840 % Position6.00% $ Change6.00% # Change3.00%
Stck Ticker235851102 Stock NameDANAHER CORP DEL $ Position$96,621,361 % Position6.00% $ Change29.00% # Change28.00%
Stck Ticker92826C839 Stock NameVISA INC $ Position$109,685,530 % Position6.00% $ Change10.00% # Change-3.00%
Stck Ticker45866F104 Stock NameINTERCONTINENTAL EXCHANGE IN $ Position$87,152,647 % Position5.00% $ Change-10.00% # Change15.00%
Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$89,253,614 % Position5.00% $ Change-29.00% # Change-29.00%