Acadian Asset Management

RIASEC Registered

Total AUM

$5.7B

Discretionary

$5.7B

100% of AUM

Avg account

$439M

Accounts

13

Employees

19

Advisory reps

7

Firm details

Headquarters: Sydney, New South Wales,
CRD number: 322795
Registered since: August 31, 2022
Website: www.acadian-asset.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Corporations / Businesses74.45%
Pooled Investment Vehicles25.55%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Acadian Asset Management operates as an institutional RIA serving predominantly institutional clients and pooled investment vehicles. The firm provides portfolio management for pooled funds and for businesses or institutional investors, charging a mix of asset-based fees and performance-linked fees. Regulatory filings identify the firm as an active ESG investor and indicate affiliations that include commodity pool operator/commodity trading advisor (CPO/CTA) roles and sponsor/GP responsibilities for pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities99%
Cash & Cash Equivalents1%

Owners & executives

3 of 3

Brendan Bradley
Executive Vice President & Chief Investment OfficerCRD 6024108
Kelly-Ann Young
Chief Executive OfficerCRD 7088966
Gillian Savage
CEOCRD 7603469

Contacts

3 of 4

Theodore Noon
Senior Vice PresidentCRD 4975778
Nita Lo
Compliance DirectorCRD 7603472
Ekaterina Pivtsaikina
DirectorCRD 7603471

Unlock 1 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Sydney, New South Wales, null

Location

Sydney, New South Wales, null

Headquartered in Sydney, New South Wales, null.

Address: Level 9 20 Martin Pl
Office locations

Similar firms

Longpoint Partners LP

Boston, MA

AUM $5.7BTEAM 35REPS 5

Leadenhall Capital Partners

London

AUM $5.7BTEAM 35REPS 4

Dalton Investments, Inc.

El Segundo, CA

AUM $5.7BTEAM 46REPS 8

Becker Capital Management, Inc.

Portland, OR

AUM $5.7BTEAM 42REPS 26

Oasis Investment Strategies LLC

Chicago, IL

AUM $5.7BTEAM 10REPS 3

Gladstone Wealth Partners

Palm Beach Gardens, FL

AUM $5.7BTEAM 186REPS 110