Paradice Investment Management LLC

RIASEC RegisteredEst. 2012
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$174M
Accounts
8
Employees
5
Advisory reps
3

Firm details

Headquarters
Sydney,
CRD number
164411
Registered since
July 23, 2012
Custodians
CITIBANK (HONG KONG), JPMORGAN CHASE BANK, N.A. (UK)
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pension & Profit Sharing Plans81.47%
  • Pooled Investment Vehicles18.53%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Paradice Investment Management LLC is a SEC-registered investment manager that serves institutional clients through pooled vehicles and institutional mandates. The firm is organized as an LLC and is owned by a combination of a foreign entity and an individual. It describes itself as an alternative-style fund provider rather than a traditional wealth manager or pure allocator. Advisory activity centers on portfolio management for pooled investment vehicles and for businesses or institutions. Fee arrangements include both percentage-of-assets and performance-based components. The firm does not position itself as an active ESG investor and it is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

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: Exchange Traded Equities 94%, Cash & Cash Equivalents 6%94%
  • Exchange Traded Equities94%
  • Cash & Cash Equivalents6%

Owners & executives

1 of 1
  • Peter Manley

    Chief Operating Officer & Chief Financial OfficerCRD 8037959

Contacts

2 of 2
  • Kevin Beck

    Kevin Beck

    Portfolio ManagerCRD 2436926

  • Aoife Kemp

    Head of Legal & ComplianceCRD 8037957

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Sydney, null

Location

Sydney, null

Headquartered in Sydney, null.

Address
Level 27 The Chifley Tower
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth