Viburnum Funds Pty Ltd

RIASEC RegisteredEst. 2019
Total AUM
$276M
Discretionary
$256M
93% of AUM
Avg account
$30.7M
Accounts
9
Employees
13
Advisory reps
4

Firm details

Headquarters
Nedlands,
CRD number
174628
Registered since
September 27, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Corporations / Businesses65.75%
  • Pooled Investment Vehicles27.39%
  • State / Municipal Government6.86%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Viburnum Funds Pty Ltd is a limited liability company registered with the SEC in 2019. This firm operates as a hedge fund and primarily serves an institutional client base. The firm specializes in portfolio management for pooled investment vehicles and businesses or institutions, utilizing a fee structure that includes a percentage of assets under management and performance-based fees. Viburnum Funds does not actively engage in ESG investing and is not classified 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 100%100%
  • Exchange Traded Equities100%

Contacts

3 of 4
  • Anthony Howarth

    Non-Executive DirectorCRD 7171939

  • Craig Coleman

    Craig Coleman

    Founding PartnerCRD 7171938

  • David St Quintin

    David St Quintin

    PartnerCRD 6515182

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Nedlands, null

Location

Nedlands, null

Headquartered in Nedlands, null.

Address
31 Carrington St
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth