| Total AUM | $4.13B |
| Discretionary | $4.13B100% of AUM |
| Client Accounts | 12 |
| Avg Account Size | $344.3M |
| Employees | 10 |
| Peak AUM | $4.13BMar 2026 |
| AUM CAGR | +118.5% /yrover 5 yrs · 20 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $4.1B | +229.5% | +76.1% | +118.5% | |
| Discretionary AUM | |||||
| Total AUM | $4.13B |
| Discretionary | $4.13B |
| Employees | 10 |
| Client Accounts | 12 |
Address
GOVERNOR PHILLIP TOWER, LEVEL 42
SYDNEY NSW 2000
Australia
Phone
+61 2 8259 9975
Filing History
20 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$4.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$4.1B
| $4.1B |
| +229.5% |
| +76.1% |
| +118.5% |
| Total Accounts | 12 | 0.0% | +2.9% | +32.6% |
| Avg Account Size | $344M | +229.5% | +71.0% | +64.8% |
| Employees | 10 | 0.0% | 0.0% | 1.9% |
| AUM / Employee | $413M | +229.5% | +76.1% | +122.8% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $4.1B | +229.5% | +76.1% | +118.5% | |
Client Count Segments | |||||
| Pooled / Fund | 12 | 0.0% | +2.9% | +32.6% | |