FIRST SENTIER INVESTORS (US) LLC

RIASEC RegisteredEst. 2015

Total AUM

$969M

Discretionary

$969M

100% of AUM

Avg account

$88.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 170739
Registered since: April 20, 2015
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles85.19%
Investment Companies14.81%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

First Sentier Investors (US) LLC is a U.S.-registered limited liability company operating as a private equity fund adviser. The firm is set up to serve institutional clients and performs portfolio management for investment companies, pooled investment vehicles and for businesses or other institutions. Its public filings list CPO/CTA activity among its business lines and show a fee model that combines a percentage-of-assets charge with the potential for performance-based fees. Regulatory data indicate the adviser has been SEC-registered since 2015. It is not flagged as an active ESG investor and is not designated as a multi-state or newly formed adviser. The firm has a range of industry affiliations on record, including relationships with broker-dealers, trust companies, banks or thrift institutions, insurance companies and sponsor/GP roles for pooled vehicles.