First Sentier Investors

RIASEC RegisteredEst. 2016
Total AUM
$3.6B
Discretionary
$3.6B
100% of AUM
Avg account
$1.8B
Accounts
2
Employees
35
Advisory reps
11

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 corporate hedge fund adviser that primarily serves institutional clients. The firm has been SEC-registered since 2016 and is owned by a mix of a foreign entity and an individual. It reports advisory activity focused on portfolio management for pooled investment vehicles and charges both percentage-of-AUM and performance-based fees. First Sentier Investors is not identified as an active ESG investor and is not registered as a multistate adviser. The firm maintains a broad set of industry affiliations that extend beyond pure investment management. Those affiliations include relationships or registrations with broker-dealers, other investment advisers, security-based swap dealer activity, commodity pool operator/commodity trading advisor roles, banking or thrift institutions, trust companies, insurance companies, real estate broker roles, and sponsorship or GP/manager roles in pooled investment vehicles.

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

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

3 of 8
  • Emma Tetley

    Head of Regulatory ComplianceCRD 7352448

  • Scott Lennon

    Scott Lennon

    Managing DirectorCRD 6368884

  • Lisa Warburton

    Group General CounselCRD 7658611

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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