| As of Date | 01/05/2026 |
| Registration | SEC, Approved, 01/10/2012 |
| ADV Location | BARANGAROO, NSW, Australia |
| Contact Info | 61 xxxxxxx |
| Websites |
| AUM* | 66,482,083,252 -26% |
| of that, discretionary | 66,482,083,252 -26% |
| Private Fund GAV* | 0 |
| Avg Account Size | 523,480,970 1% |
| SMA’s | Yes |
| Private Funds | 0 |
Number of Employees 328 -16%
of those in investment advisory functions 55 -28%
- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
No private funds