First Sentier Investors

RIASEC RegisteredEst. 2016
Total AUM
$6.8B
Discretionary
$6.8B
100% of AUM
Avg account
$273M
Accounts
25
Employees
55
Advisory reps
5

Firm details

Headquarters
Barangaroo Nsw,
CRD number
175193
Registered since
August 16, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles84.35%
  • Pension & Profit Sharing Plans9.13%
  • Sovereign Wealth Funds5.43%
  • Corporations / Businesses0.8%
  • Insurance Companies0.29%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

First Sentier Investors operates as a corporate investment manager serving institutional clients, with a focus on pooled investment vehicles and portfolio management for businesses and institutions. The firm is structured as a multifaceted fund manager that runs hedge fund and private equity strategies and is owned in part by foreign and individual interests. Its fee model includes both percentage-of-assets and performance-based components. Firm disclosures indicate it does not identify as an active ESG investor and it is not registered as a multi-state or newly formed adviser. In its industry footprint the firm participates in a range of roles beyond advisory work — filings list affiliations that include broker-dealer activities, sponsor/GP roles for pooled vehicles, trust and banking relationships, and other market-facing dealer/manager functions.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 59%, Non-Exchange Traded Equities 40%, Other 1%59%
  • Private Funds59%
  • Non-Exchange Traded Equities40%
  • Other1%

Owners & executives

3 of 3
  • Ashley Conn

    Chief Financial OfficerCRD 4981615

  • Amanda Gazal

    Chief Operating OfficerCRD 7869468

  • Harry Moore

    Harry Moore

    Chief Commercial OfficerCRD 7170791

Contacts

2 of 2
  • Lisa Warburton

    Group General CounselCRD 7658611

  • Emma Tetley

    Head of Regulatory ComplianceCRD 7352448

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Barangaroo Nsw, null

Location

Barangaroo Nsw, null

Headquartered in Barangaroo Nsw, null.

Address
Level 5 Tower 3 International Towers
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth