Ausbil Investment Management Limited

RIASEC RegisteredEst. 2020
Total AUM
$14.4B
Discretionary
$13.5B
94% of AUM
Avg account
$293M
Accounts
49
Employees
72
Advisory reps
9

Firm details

Headquarters
Sydney,
CRD number
289468
Registered since
May 15, 2020
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

3 of 5
  • Naim Abou-jaoude

    Naim Abou-jaoude

    Chief Executive OfficerCRD 6408927

  • Tyson Cannizzaro

    Tyson Cannizzaro

    Chief Compliance OfficerCRD 7243793

  • Francis Harte

    Francis Harte

    Chief Financial OfficerCRD 1976402

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Contacts

3 of 4
  • Vasiliki Gemisis

    DirectorCRD 7340552

  • Melissa Kuan

    Melissa Kuan

    Managing DirectorCRD 3157222

  • Paul Xiradis

    Paul Xiradis

    Executive ChairmanCRD 6839396

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Sydney, null

Location

Sydney, null

Headquartered in Sydney, null.

Address
Level 27 Grosvenor Pl 225 George St
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth