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
12

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 is organized as a corporation and operates in the hedge fund space, primarily providing portfolio management for pooled investment vehicles. The firm targets institutional clients and charges a mix of asset-based fees and performance-based fees consistent with hedge fund structures. FINTRX classifies the owner type as foreign entity/individual and records the adviser as not being a capital allocator, not active on ESG, and not organized as a multi-state or newly formed adviser. Regulatory and business activity details in FINTRX identify the firm as a manager of pooled vehicles and list a broad set of industry affiliations including roles common to sponsors and operators of investment vehicles (sponsor, GP/managing member of pooled vehicles), commodity trading roles (CPO/CTA), and relationships with banking, trust, insurance, broker-dealer and real estate counterparties. Those affiliations suggest the firm can originate or manage structured vehicles and engage with counterparties across markets and product types.

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

    Chief Commercial OfficerCRD 7170791

Contacts

3 of 9
  • Emma Tetley

    Head of Regulatory ComplianceCRD 7352448

  • SCOTT LENNON

    Managing DirectorCRD 6368884

  • JOHN DORRIAN

    DirectorCRD 5421669

Unlock 6 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth