| Total AUM | $13.53B |
| Discretionary | $13.53B100% of AUM |
| Client Accounts | 49 |
| Avg Account Size | $276.1M |
| Employees | 80 |
| Peak AUM | $13.53BSep 2025 |
| AUM CAGR | +13.7% /yrover 7 yrs · 14 filings |
Total AUM
$13.5B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $13.5B | +114.8% | +28.6% | +20.2% | |
| Discretionary AUM | |||||
| Total AUM | $13.53B |
| Discretionary | $13.53B |
| Employees | 80 |
| Client Accounts | 49 |
Address
LEVEL 25, AUSTRALIA SQUARE TOWER
SYDNEY NSW 2000
Australia
Phone
+612 8970 7718
Filing History
14 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$13.5B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| $13.5B |
| +114.8% |
| +28.6% |
| +20.2% |
| Total Accounts | 49 | +133.3% | +34.8% | +30.2% |
| Avg Account Size | $276M | 8.0% | 4.6% | 7.6% |
| Employees | 80 | +105.1% | +26.0% | +22.9% |
| AUM / Employee | $169M | +4.7% | +2.1% | 2.2% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $9.4B | +309.1% | +47.5% | +27.1% | |
| Other AUM | $4.1B | +3.0% | +6.3% | +10.0% | |
Client Count Segments | |||||
| Pooled / Fund | 25 | +108.3% | +40.6% | +30.8% | |