First Sentier Investors

RIASEC Registered
Total AUM
$3.6B
Discretionary
$3.6B
100% of AUM
Avg account
$1.8B
Accounts
2
Employees
35
Advisory reps
13

Firm details

Headquarters
Barangaroo Nsw,
CRD number
283670
Registered since
August 12, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

First Sentier Investors operates as a corporation that functions as a hedge-fund-classified investment adviser focused on institutional clients. The firm is SEC-registered (since 2016) and is owned by a mix of a foreign entity and individuals. Its advisory work centers on portfolio management for pooled investment vehicles. Compensation comes from asset-based fees and performance-linked fees. The firm is not positioned as a capital allocator, is not an active ESG investor, and is not registered as a multi-state or newly formed adviser. First Sentier Investors maintains a range of industry roles and registrations beyond pure advisory work. Reported affiliations include broker-dealer activity, participation as another type of investment adviser, registration as a security-based swap dealer, CPO/CTA functions, and connections to banking, trust, and insurance institutions. The firm also acts as a sponsor or general partner/managing member of pooled investment vehicles and is linked to real estate brokerage activity.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

3 of 3
  • Harry Moore

    Harry Moore

    Chief Commercial OfficerCRD 7170791

  • Amanda Gazal

    Chief Operating OfficerCRD 7869468

  • Ashley Conn

    Chief Financial OfficerCRD 4981615

Contacts

3 of 10
  • Scott Lennon

    Scott Lennon

    Managing DirectorCRD 6368884

  • Bachar Beaini

    Bachar Beaini

    Registered RepresentativeCRD 6881984

  • Asieh Mansour

    Asieh Mansour

    Non-Executive DirectorCRD 4633889

Unlock 7 more contacts →

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth