| Total AUM | $361.60B |
| Discretionary | $361.60B100% of AUM |
| Client Accounts | 106 |
| Avg Account Size | $3.41B |
| Employees | 134 |
| Peak AUM | $361.60BMar 2026 |
| AUM CAGR | +27.4% /yrover 25 yrs · 59 filings |
Total AUM
$361.6B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $361.6B | +32.0% | +13.7% | +8.2% | |
| Discretionary AUM | $361.6B | +32.0% | +13.7% | +8.2% | |
| Total Accounts | 106 | +3.9% | 0.9% | +1.6% | |
| Avg Account Size | $3.4B | +27.0% | +14.7% | +6.5% | |
| Employees | 134 | +12.6% | +4.9% | +6.7% | |
| AUM / Employee | $2.7B | +17.2% | +8.3% | +1.4% | |
Client AUM Segments | |||||
| Institutional AUM | $12.7B | +20.3% | +8.2% | 4.5% | |
| Fund / Pooled AUM | $348.9B | +32.5% | +13.9% | +8.9% | |
Client Count Segments | |||||
| Institutional | 19 | 9.5% | 3.3% | 5.3% | |
| Pooled / Fund | 81 | +1.3% | 0.8% | +3.9% | |
| Total AUM | $361.60B |
| Discretionary | $361.60B |
| Employees | 134 |
| Client Accounts | 106 |
Address
LEVEL 43
SYDNEY 2000
Australia
Phone
+61 (2) 8336 7100
Filing History
59 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$361.6B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago