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 registered investment adviser organized as a corporation and SEC-registered in 2020. Its client focus is institutional, and its advisory activity centers on portfolio management for pooled investment vehicles and for businesses or institutions. The firm charges fees as a percentage of assets under management and is classified as an institutional RIA rather than a capital allocator. Ausbil is not identified as an active ESG investor and does not report multi-state adviser status. Its industry affiliations include roles as a broker-dealer counterpart, other investment adviser, CPO/CTA, insurance company affiliate, and sponsor or manager (GP/managing member) of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
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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