Ausbil Investment Management Limited

RIASEC Registered
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 a corporate, institutional RIA that manages investment mandates for institutional clients. The firm is registered with the SEC (registered in 2020) and charges fees as a percentage of assets under management. Its advisory work centers on portfolio management for pooled investment vehicles and for business or institutional mandates. Ausbil identifies as a domestic entity/individual-owned organization and does not position itself as a capital allocator or an ESG-focused investor. The firm maintains a number of industry relationships and operational roles beyond pure advisory: it is affiliated with broker-dealers and other investment advisers, is involved as a sponsor or GP/managing member of pooled investment vehicles, and has connections to CPO/CTA service lines and insurance-company relationships. Those affiliations indicate the firm both advises pooled vehicles and has involvement on the sponsor/structure side of some products.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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

  • Francis Harte

    Francis Harte

    Chief Financial OfficerCRD 1976402

  • Mark Knight

    Mark Knight

    Chief Executive OfficerCRD 6839419

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Contacts

3 of 4
  • Morgan Glaser

    Morgan Glaser

    Director of International BusinessCRD 4461111

  • Paul Xiradis

    Paul Xiradis

    Executive ChairmanCRD 6839396

  • Melissa Kuan

    Melissa Kuan

    Managing DirectorCRD 3157222

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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