Ausbil Investment Management Limited
Firm details
- Headquarters
- Sydney,
- CRD number
- 289468
- Registered since
- May 15, 2020
- Website
- www.ausbil.com.au
- Custodians
- J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM
- Client types
- Other55.73%
- Pooled Investment Vehicles32.13%
- Sovereign Wealth Funds10.3%
- Other Investment Advisers1.84%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ausbil Investment Management Limited is an institutional-focused asset manager that concentrates on equity strategies and pooled investment vehicles. The firm charges fees as a percentage of assets under management and serves a small number of large institutional clients. Its advisory mandate centers on portfolio management for pooled vehicles and for businesses or institutions, and it maintains relationships that extend into sponsor and manager roles for private structures. Ausbil does not identify as an active ESG investor. Investment activity is heavily equity-oriented: the firm runs sizable separately managed accounts dominated by exchange-traded equities and operates multiple private funds classified as “Other.” Industry affiliations indicate Ausbil works across the institutional value chain—interacting with broker-dealers, other advisers, commodity pool operators/CTAs, insurance companies, and acting as sponsor or general partner for pooled vehicles—suggesting capability to both manage liquid equity mandates and structure less-liquid investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
3 of 5
Naim Abou-jaoude
Chief Executive OfficerCRD 6408927

Tyson Cannizzaro
Chief Compliance OfficerCRD 7243793

Francis Harte
Chief Financial OfficerCRD 1976402
Contacts
3 of 4Vasiliki Gemisis
DirectorCRD 7340552

Melissa Kuan
Managing DirectorCRD 3157222

Paul Xiradis
Executive ChairmanCRD 6839396
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sydney, null
Location
Sydney, null
Headquartered in Sydney, null.
- Address
- Level 27 Grosvenor Pl 225 George St
- Office locations
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