T. Rowe Price Australia Limited

RIASEC RegisteredEst. 2018

Total AUM

$16.7B

Discretionary

$16.7B

100% of AUM

Avg account

$334M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Sydney, New South Wales,
CRD number: 290594
Registered since: March 20, 2018
Website: www.troweprice.com
Custodians: J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles88.54%
Investment Companies9.53%
Other1.2%
Pension & Profit Sharing Plans0.69%
Corporations / Businesses0.05%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

T. Rowe Price Australia Limited is the Australian corporate arm of the T. Rowe Price franchise operating as an institutional registered investment adviser. The firm focuses on portfolio management for institutions, pooled vehicles and other organizations, and it offers portfolio management services to individuals and small businesses as part of its advisory scope. Its client base is primarily institutional, and its fee arrangements include both asset-based fees and performance-linked fees. The firm is registered as a CPO/CTA and identifies as an active ESG investor across its strategies. It is structured as a corporation with foreign ownership elements.