Viburnum Funds Pty Ltd

RIASEC Registered
Total AUM
$219M
Discretionary
$197M
90% of AUM
Avg account
$16.9M
Accounts
13
Employees
13
Advisory reps
3

Firm details

Headquarters
Nedlands,
CRD number
174628
Registered since
September 27, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Corporations / Businesses67.58%
  • Pooled Investment Vehicles22.3%
  • State / Municipal Government10.12%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Viburnum Funds Pty Ltd is a limited liability investment manager that combines hedge fund and private equity strategies under a multifaceted fund-manager structure. The firm targets institutional clients and charges both a percentage-of-AUM fee and performance-based fees. Viburnum is registered with the SEC (registration year 2019). Ownership is split between a foreign entity and an individual. The firm provides portfolio management for pooled investment vehicles and for businesses or institutions, and it also serves as a sponsor/GP or managing member of pooled vehicles. Viburnum does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 100%100%
  • Exchange Traded Equities100%

Contacts

3 of 3
  • David St Quintin

    David St Quintin

    PartnerCRD 6515182

  • Craig Coleman

    Craig Coleman

    Founding PartnerCRD 7171938

  • Anthony Howarth

    Non-Executive DirectorCRD 7171939

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Nedlands, null

Location

Nedlands, null

Headquartered in Nedlands, null.

Address
31 Carrington St
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth